Gary Rome, financial advisor Jacksonville FL

Gary Rome

CRD Number: 2305720
Current Firm: Independent Financial Partners
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.
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Professional Designations
Company Name Location Dates Years
Ifp Securities, LLC Jacksonville, FL May 2019 - Current 4
Independent Financial Partners Jacksonville, FL Oct 2011 - Current 12
Lpl Financial LLC Jacksonville, FL Oct 2011 - May 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Gary B. Rome
Phone Number: 813-341-0960
Registered State(s):
  • CA
  • FL
  • GA
  • HI
  • MD
  • MN
  • OH
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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