Independent Financial Partners
Independent Financial Partners (CRD# 125112) is a financial advisory firm headquartered in Tampa, FL. They manage $9,761,355,350 in 37,391 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management9,761MILLION
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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
Scott Lanza (CRD# 2674425) is an Investment Advisor Representative working at Independent Financial Partners in Boca Raton, FL and has over 28 years of experience in the finance industry.
Matthew Levine (CRD# 1808937) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 32 years of experience in the finance industry.
Steven Lindell (CRD# 1034230) is an Investment Advisor Representative working at Independent Financial Partners in Edina, MN and has over 42 years of experience in the finance industry.
Michael Loader (CRD# 4534096) is an Investment Advisor Representative working at Independent Financial Partners in San Antonio, TX and has over 21 years of experience in the finance industry.
Laurie Longstreth (CRD# 1948551) is an Investment Advisor Representative working at Independent Financial Partners in Cleveland, OH and has over 22 years of experience in the finance industry.
Shuwun Ma (CRD# 6148562) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 9 years of experience in the finance industry.
Jared Mabey (CRD# 6031997) is an Investment Advisor Representative working at Independent Financial Partners in Tampa, FL and has over 11 years of experience in the finance industry.
Samuel Madaris (CRD# 5509698) is an Investment Advisor Representative working at Independent Financial Partners in Braselton, GA and has over 15 years of experience in the finance industry.
Ian Maddox (CRD# 5463882) is an Investment Advisor Representative working at Independent Financial Partners in Trussville, AL and has over 16 years of experience in the finance industry.
Daniel Mageras (CRD# 2509146) is an Investment Advisor Representative working at Independent Financial Partners in Saint Petersburg, FL and has over 23 years of experience in the finance industry.