Ian Maddox, financial advisor Birmingham AL
93 score

Ian Maddox

CRD Number: 5463882
Current Firm: Independent Financial Partners

Ian Maddox (CRD# 5463882) is an Investment Advisor Representative working at Independent Financial Partners in Birmingham, AL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Birmingham, AL Jun 2012 - Current 4
Lpl Financial, LLC Birmingham, AL May 2012 - Current 4
Proequities, Inc. Birmingham, AL Jan 2008 - May 2012 4
Hitchcock Financial Birmingham, AL Oct 2007 - May 2012 4
Adp Birmingham, AL Aug 2006 - Oct 2007 1
G.k Services Montgomery, AL Feb 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Ian M. Maddox
Phone Number: 813-341-0960
Registered State(s):
  • AL
  • OH
  • AZ
  • CA
  • CO
  • FL
  • MS
  • TX
  • UT
  • VA
  • OR
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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