Robert Bracey (CRD# 5390303) is an Investment Advisor Representative working at Independent Financial Partners in Jacksonville Beach, FL and has over 16 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners | Jacksonville Beach, FL | Jul 2019 - Current | 4 |
| Ifp Securities, LLC | Jacksonville Beach, FL | Jul 2019 - Current | 4 |
| Southeast Consulting Group | Atlantic Beach, FL | May 2002 - Current | 21 |
| Lpl Financial LLC | Jacksonville Beach, FL | Sep 2009 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- AL
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- IL
- KY
- MD
- MS
- NV
- NJ
- NC
- OH
- PA
- TX
- VA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- 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
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