Independent Financial Partners
Independent Financial Partners (CRD# 125112) is a financial advisory firm headquartered in Tampa, FL. They manage $10,518,811,867 in 46,506 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management10,519MILLION
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Total Number of Accounts46,506ACCOUNTS
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Average Account Value$226,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Jeffery Acheson (CRD# 706698) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 24 years of experience in the finance industry. Jeffery Acheson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Anthony Adamo (CRD# 1900348) is an Investment Advisor Representative working at Independent Financial Partners in Palm Harbor, FL and has over 34 years of experience in the finance industry.
Raymond Aguillon (CRD# 3176225) is an Investment Advisor Representative working at Independent Financial Partners in Shevano, TX and has over 24 years of experience in the finance industry.
Dustin Alexander (CRD# 4701460) is an Investment Advisor Representative working at Independent Financial Partners in Oregon, OH and has over 13 years of experience in the finance industry.
Manuel Alicea (CRD# 5461044) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 15 years of experience in the finance industry.
Stephen Angelis (CRD# 1465037) is an Investment Advisor Representative working at Independent Financial Partners in Dublin, OH and has over 35 years of experience in the finance industry.
James Appelt (CRD# 2794592) is an Investment Advisor Representative working at Independent Financial Partners in Clearwater, FL and has over 26 years of experience in the finance industry.
Larry Awbrey (CRD# 1735364) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 35 years of experience in the finance industry. Larry Awbrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephan Barton (CRD# 2788138) is an Investment Advisor Representative working at Independent Financial Partners in Winder, GA and has over 26 years of experience in the finance industry.
James Bass (CRD# 2130792) is an Investment Advisor Representative working at Independent Financial Partners in Altamonte Springs, FL and has over 30 years of experience in the finance industry. James Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.