Ian Maddox, financial advisor Trussville AL

Ian Maddox

CRD Number: 5463882
Current Firm: Independent Financial Partners

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.

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Company Name Location Dates Years
Ifp Securities, LLC Birmingham, AL May 2019 - Current 4
Independent Financial Partners Trussville, AL Jun 2012 - Current 11
Lpl Financial, LLC Trussville, AL May 2012 - May 2019 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Ian M. Maddox
Phone Number: 813-341-0960
Registered State(s):
  • AL
  • AZ
  • CA
  • CO
  • FL
  • GA
  • KY
  • MI
  • MS
  • NC
  • SC
  • TX
  • UT
  • VT
  • VA
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
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

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

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