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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a Independent Financial Partners office in Pennsylvania, by city and A to Z.

The short answer

14 registered advisors work at Independent Financial Partners in Pennsylvania, out of 289 nationwide; it's the firm's number 3 state by advisors, and the most are in Conshohocken (4). 2 list the CFP designation and 7 are also registered broker representatives.

Independent Financial Partners advisors by city in Pennsylvania

Every firm in Pennsylvania →

Conshohocken 4Fort Washington 3Wexford 3Downingtown 1Glen Rock 1Philadelphia 1Shermans Dale 1

Independent Financial Partners advisors in Pennsylvania, A to Z

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Independent Financial Partners advisors in every state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Partners in other states

Florida 134Ohio 14New York 13Georgia 10Kentucky 10Texas 8Kansas 6Maryland 6California 5Connecticut 5Illinois 5Oklahoma 5Tennessee 5Wisconsin 5Colorado 4Michigan 4Minnesota 4Nebraska 4Alabama 3Arizona 3Iowa 3Louisiana 3North Carolina 3Washington 3

Questions

How many Independent Financial Partners financial advisors are in Pennsylvania?

14 investment adviser representatives are registered at Independent Financial Partners offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 289 at the firm nationwide. 2 list the CFP designation and 7 are also registered as broker representatives.

Where in Pennsylvania does Independent Financial Partners have the most advisors?

Conshohocken, with 4, then Fort Washington (3). Independent Financial Partners has advisors in 7 cities in Pennsylvania.

How do I check a Independent Financial Partners advisor in Pennsylvania?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Independent Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.