Independent Financial Partners

Independent Financial Partners (CRD# 125112) is a financial advisory firm headquartered in Tampa, FL. They manage $5,383,570,734 in 30,286 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,384
    MILLION
  • Total Number of Accounts
    30,286
    ACCOUNTS
  • Average Account Value
    $177,758
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 263 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 21 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 31 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 21 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 10 years of experience in the finance industry.

5
Manuel R. Alicea
CRD#: 5461044
13528 Prestige Place, Ste 106, Tampa, FL 33635

Manuel Alicea (CRD# 5461044) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 12 years of experience in the finance industry.

6
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 23 years of experience in the finance industry.

7
George A. Ashford
CRD#: 700154
869 East 33rd Street, Edmond, OK 73013

George Ashford (CRD# 700154) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 36 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 32 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
8283 Dunwoody Pl, Bldg 16, Atlanta, GA 30350

Stephan Barton (CRD# 2788138) is an Investment Advisor Representative working at Independent Financial Partners in Atlanta, GA and has over 23 years of experience in the finance industry.

10
Summer Baskin
CRD#: 4991851
400 S. Scott Avenue, Sanford, FL 32771

Summer Baskin (CRD# 4991851) is an Investment Advisor Representative working at Independent Financial Partners in Sanford, FL and has over 13 years of experience in the finance industry.

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