Independent Financial Partners

Independent Financial Partners (CRD# 125112) is a financial advisory firm headquartered in Tampa, FL. They manage $10,518,811,867 in 46,506 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,519
    MILLION
  • Total Number of Accounts
    46,506
    ACCOUNTS
  • Average Account Value
    $226,182
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Financial Partners
Showing 1 - 10 of 266 top financial advisors.
1
Jeffery A. Acheson
CRD#: 706698
3682 Sutton Place, P.o. Box 1030, Powell, OH 43065

Jeffery Acheson (CRD# 706698) is an Investment Advisor Representative working at Independent Financial Partners in Powell, OH and has over 24 years of experience in the finance industry. Jeffery Acheson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony Adamo
CRD#: 1900348
Palm Harbor, FL

Anthony Adamo (CRD# 1900348) is an Investment Advisor Representative working at Independent Financial Partners in Palm Harbor, FL and has over 33 years of experience in the finance industry.

3
Raymond Aguillon
CRD#: 3176225
4079 De Zavala Road, Shevano, TX 78249

Raymond Aguillon (CRD# 3176225) is an Investment Advisor Representative working at Independent Financial Partners in Shevano, TX and has over 23 years of experience in the finance industry.

4
Dustin R. Alexander
CRD#: 4701460
3015 Navarre Ave, Oregon, OH 43616

Dustin Alexander (CRD# 4701460) is an Investment Advisor Representative working at Independent Financial Partners in Oregon, OH and has over 13 years of experience in the finance industry.

5
Manuel R. Alicea
CRD#: 5461044
4102 West Linebaugh Avenue, Suite 200, Tampa, FL 33624

Manuel Alicea (CRD# 5461044) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 14 years of experience in the finance industry.

6
Stephen M. Angelis
CRD#: 1465037
6099 Riverside Drive Suite 104, Dublin, OH 43017

Stephen Angelis (CRD# 1465037) is an Investment Advisor Representative working at Independent Financial Partners in Dublin, OH and has over 35 years of experience in the finance industry.

7
James D. Appelt
CRD#: 2794592
1811 North Belcher Rd, Suite 1-3, Clearwater, FL 33765

James Appelt (CRD# 2794592) is an Investment Advisor Representative working at Independent Financial Partners in Clearwater, FL and has over 25 years of experience in the finance industry.

8
Larry R. Awbrey
CRD#: 1735364
869 East 33rd Street, Edmond, OK 73013

Larry Awbrey (CRD# 1735364) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 34 years of experience in the finance industry. Larry Awbrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Stephan C. Barton
CRD#: 2788138
429 Loganville Highway, Suite 103 Unit 5, Winder, GA 30680

Stephan Barton (CRD# 2788138) is an Investment Advisor Representative working at Independent Financial Partners in Winder, GA and has over 26 years of experience in the finance industry.

10
James M. Bass
CRD#: 2130792
800 Maitland Ave, Altamonte Springs, FL 32701

James Bass (CRD# 2130792) is an Investment Advisor Representative working at Independent Financial Partners in Altamonte Springs, FL and has over 30 years of experience in the finance industry. James Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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