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 204 top financial advisors.
1
Jeffery A. Acheson
CRD#: 706698
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
Raymond Aguillon
CRD#: 3176225
Shevano, TX 78249

Raymond Aguillon (CRD# 3176225) is an Investment Advisor Representative working at Independent Financial Partners in Shevano, TX and has over 20 years of experience in the finance industry.

3
Dustin R. Alexander
CRD#: 4701460
Oregon, OH 43616

Dustin Alexander (CRD# 4701460) is an Investment Advisor Representative working at Independent Financial Partners in Oregon, OH and has over 9 years of experience in the finance industry.

4
Manuel R. Alicea
CRD#: 5461044
Tampa, FL 33634

Manuel Alicea (CRD# 5461044) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 11 years of experience in the finance industry.

5
Steven A. Andersland
CRD#: 2268382
San Antonio, TX 78249

Steven Andersland (CRD# 2268382) is an Investment Advisor Representative working at Independent Financial Partners in San Antonio, TX and has over 26 years of experience in the finance industry.

6
James D. Appelt
CRD#: 2794592
Clearwater, FL 33765

James Appelt (CRD# 2794592) is an Investment Advisor Representative working at Independent Financial Partners in Clearwater, FL and has over 22 years of experience in the finance industry.

7
Nicholas J. Arena
CRD#: 5058010
Columbus, OH 43228

Nicholas Arena (CRD# 5058010) is an Investment Advisor Representative working at Independent Financial Partners in Columbus, OH and has over 12 years of experience in the finance industry. Nicholas Arena 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.

8
Daniel L. Ascani
CRD#: 1098977
Jupiter, FL 33469

Daniel Ascani (CRD# 1098977) is an Investment Advisor Representative working at Independent Financial Partners in Jupiter, FL and has over 36 years of experience in the finance industry.

9
George A. Ashford
CRD#: 700154
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.

10
Larry R. Awbrey
CRD#: 1735364
Edmond, OK 73013

Larry Awbrey (CRD# 1735364) is an Investment Advisor Representative working at Independent Financial Partners in Edmond, OK and has over 31 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.

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