Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in Fort Lauderdale, FL
Every SEC-registered investment adviser representative at a Independent Financial Partners office in Fort Lauderdale, A to Z.
The short answer
3 registered advisors work at Independent Financial Partners in Fort Lauderdale, out of 289 at the firm nationwide; it ranks number 37 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Independent Financial Partners advisors in Fort Lauderdale, A to Z
Every Independent Financial Partners advisor →- Daniel R. MarlboroughAlso a broker rep
- Alexis E. RodriguezCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- David T. YuAlso a broker 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 82Jacksonville Beach, FL 6Edmond, OK 5Stamford, CT 5Conshohocken, PA 4Crescent Springs, KY 4Hastings, NE 4Orlando, FL 4San Antonio, TX 4Schaumburg, IL 4Waukesha, WI 4Woodstock, GA 4Brentwood, TN 3Clearwater, FL 3Cocoa Beach, FL 3
Other firms in Fort Lauderdale
All Fort Lauderdale advisors →Morgan Stanley 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 91Sound Income Strategies, LLC 48Wells Fargo Clearing Services, LLC 46Raymond James & Associates, Inc. 27Osaic Wealth, Inc. 24Oppenheimer & Co. Inc. 18Truist Advisory Services, Inc. 16Global Wealth Management Investment Advisory, Inc. 15RBC Capital Markets, LLC 15Exodus Wealth, LLC 14Provenance Wealth Advisors 14
Questions
How many financial advisors does Independent Financial Partners have in Fort Lauderdale?
3 investment adviser representatives are registered at Independent Financial Partners offices in Fort Lauderdale, 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 Fort Lauderdale?
Independent Financial Partners ranks number 37 in Fort Lauderdale by registered advisors; Morgan Stanley has the most, with 125.
How do I check a Independent Financial Partners advisor in Fort Lauderdale?
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.