Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in Clearwater, FL
Every SEC-registered investment adviser representative at a Independent Financial Partners office in Clearwater, A to Z.
The short answer
4 registered advisors work at Independent Financial Partners in Clearwater, out of 289 at the firm nationwide; it ranks number 28 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Independent Financial Partners advisors in Clearwater, A to Z
Every Independent Financial Partners advisor →- James D. Appelt Jr.Also a broker rep
- Dante CamposAlso a broker rep
- Craig R. KollerCertified Financial Planner · Also a broker rep
- Jeffrey J. McDonaldInvestment adviser rep
Independent Financial Partners advisors in every city and state →Independent Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Financial Partners advisors in other cities
Tampa, FL 95Jacksonville Beach, FL 6Edmond, OK 5San Antonio, TX 5Schaumburg, IL 5Hastings, NE 4Orlando, FL 4Waukesha, WI 4Woodstock, GA 4Cocoa Beach, FL 3Conshohocken, PA 3Crescent Springs, KY 3Denver, CO 3Fort Lauderdale, FL 3Louisville, KY 3
Other firms in Clearwater
All Clearwater advisors →Csenge Advisory Group, LLC 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Raymond James Financial Services Advisors, Inc. 28LPL Financial LLC 25Ameriprise Financial Services, LLC 19Provise Management Group, LLC 17Raymond James & Associates, Inc. 16Steward Partners Investment Advisory, LLC 15Strategic Advisers LLC 14Edward Jones 12Indivisible Partners 12Cambridge Investment Research Advisors, Inc. 9
Questions
How many financial advisors does Independent Financial Partners have in Clearwater?
4 investment adviser representatives are registered at Independent Financial Partners offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Independent Financial Partners one of the largest advisor employers in Clearwater?
Independent Financial Partners ranks number 28 in Clearwater by registered advisors; Csenge Advisory Group, LLC has the most, with 40.
How do I check a Independent Financial Partners advisor in Clearwater?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.