Chase Smith (CRD# 6566598) is an Investment Advisor Representative working at Independent Financial Partners in New Smyrna Beach, FL and has over 6 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 4822125
J.p. Morgan Securities LLC
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Partners | Tampa, FL | Aug 2023 - Current | < 1 |
| City Of Orlando Fire Dept. | Orlando, FL | Aug 2010 - Current | 13 |
| Anders Retirement & Investment Advisors | Winter Park, FL | Aug 2019 - Aug 2023 | 4 |
| Madison Avenue Securities, LLC | San Diego, CA | Jul 2016 - Aug 2023 | 7 |
| Anders & Anders Financial Group | Winter Park, FL | Jul 2016 - Aug 2019 | 3 |
| Us Employee Benefits Services Group LLC | Ocala, FL | Mar 2016 - Jul 2016 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Dec 2015 - Jul 2016 | < 1 |
| Daytona State College | Daytona Beach, FL | Jan 2014 - Jun 2016 | 2 |
| Central Florida Health & Safety | Lakeland, FL | Oct 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- AL
- FL
- GA
- MS
- NC
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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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