Frederic Amberg, financial advisor Scottsdale AZ
93 score

Frederic Amberg

CRD Number: 3140269
Current Firm: Independent Financial Partners

Frederic Amberg (CRD# 3140269) is an Investment Advisor Representative working at Independent Financial Partners in Scottsdale, AZ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Scottsdale, AZ Sep 2011 - Current 5
Lpl Financial, LLC Scottsdale, AZ Aug 2011 - Current 5
Morgan Stanley Smith Barney Phoenix, AZ Jun 2009 - Aug 2011 2
Citigroup Global Markets Inc. Phoenix, AZ Dec 2006 - Jun 2009 2
Mcdonald Financial Group Phoenix, AZ Jan 1999 - Dec 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Frederic W. Amberg
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • OR
  • CA
  • ID
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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