Independent Financial Partners

Independent Financial Partners (CRD# 125112) is a financial advisory firm headquartered in Tampa, FL. They manage $5,383,570,734 in 30,286 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,384
    MILLION
  • Total Number of Accounts
    30,286
    ACCOUNTS
  • Average Account Value
    $177,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Financial Partners
Showing 1 - 10 of 289 top financial advisors.
1
Kary N. Brownlee
CRD#: 4540792
1690 Stone Village Lane Nw, Suite 221, Kennesaw, GA 30152
103
Wealthminder
score
Kary Brownlee (CRD# 4540792) is an Investment Advisor Representative working at Independent Financial Partners in Kennesaw, GA and has over 14 years of experience in the finance industry.
2
Gary B. Rome
CRD#: 2305720
11045 River Creek Dr E, Jacksonville, FL 32223
103
Wealthminder
score
Gary Rome (CRD# 2305720) is an Investment Advisor Representative working at Independent Financial Partners in Jacksonville, FL and has over 20 years of experience in the finance industry.
3
Janet L. Barr
CRD#: 2417829
5266 Hollister Ave, #220, Santa Barbara, CA 93111
101
Wealthminder
score

Janet Barr (CRD# 2417829) is an Investment Advisor Representative working at Independent Financial Partners in Santa Barbara, CA and has over 21 years of experience in the finance industry.

4
Brian A. Slattery
CRD#: 5773046
1843 Western Ave, Albany, NY 12203
101
Wealthminder
score

Brian Slattery (CRD# 5773046) is an Investment Advisor Representative working at Independent Financial Partners in Albany, NY and has over 6 years of experience in the finance industry. Brian Slattery 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.

5
Kodie S. Fridley
CRD#: 6336284
27499 Riverview Center Blvd, Suite 237, Bonita Springs, FL 34134
100
Wealthminder
score

Kodie Fridley (CRD# 6336284) is an Investment Advisor Representative working at Independent Financial Partners in Bonita Springs, FL and has 3 years of experience in the finance industry.

6
Stewart A. Macdonald
CRD#: 1510190
275 96th Avenue North, Suite 4, Saint Petersburg, FL 33702
98
Wealthminder
score

Stewart Macdonald (CRD# 1510190) is an Investment Advisor Representative working at Independent Financial Partners in Saint Petersburg, FL and has over 5 years of experience in the finance industry.

7
James R. Wigen
CRD#: 2786609
Sunny Isles Beach, FL
98
Wealthminder
score

James Wigen (CRD# 2786609) is an Investment Advisor Representative working at Independent Financial Partners in Sunny Isles Beach, FL and has over 22 years of experience in the finance industry.

8
Nicholas J. Arena
CRD#: 5058010
615 Hilliard Rome Rd, Columbus, OH 43228
96
Wealthminder
score

Nicholas Arena (CRD# 5058010) is an Investment Advisor Representative working at Independent Financial Partners in Columbus, OH and has over 12 years of experience in the finance industry. Nicholas Arena 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.

9
George A. Ashford
CRD#: 700154
1709 West 33rd Street, Edmond, OK 73013
96
Wealthminder
score

George Ashford (CRD# 700154) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 36 years of experience in the finance industry.

10
Larry R. Awbrey
CRD#: 1735364
1709 W 33rd St, Edmond, OK 73013
96
Wealthminder
score

Larry Awbrey (CRD# 1735364) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 31 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.

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