Independent Planning Service

Independent Planning Service (CRD# 158496) is a financial advisory firm headquartered in Jacksonville, FL. They manage $46,990,596 in 360 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $130,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Independent Planning Service
Showing 1 - 1 of 1 top financial advisors.
1
Lester E. Hockenbery
CRD#: 857052
8075 Gate Parkway, Suite 101, Jacksonville, FL 32216
96
Wealthminder
score

Lester Hockenbery (CRD# 857052) is an Investment Advisor Representative working at Independent Planning Service in Jacksonville, FL and has over 28 years of experience in the finance industry. Lester Hockenbery 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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