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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Orlando, FL

Every SEC-registered investment adviser representative at a Independent Financial Partners office in Orlando, A to Z.

The short answer

4 registered advisors work at Independent Financial Partners in Orlando, out of 289 at the firm nationwide; it ranks number 45 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

Independent Financial Partners advisors in Orlando, A to Z

Every Independent Financial Partners advisor →

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 4San Antonio, TX 4Schaumburg, IL 4Waukesha, WI 4Woodstock, GA 4Brentwood, TN 3Clearwater, FL 3Cocoa Beach, FL 3Fort Lauderdale, FL 3

Other firms in Orlando

All Orlando advisors →

Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31

Questions

How many financial advisors does Independent Financial Partners have in Orlando?

4 investment adviser representatives are registered at Independent Financial Partners offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is Independent Financial Partners one of the largest advisor employers in Orlando?

Independent Financial Partners ranks number 45 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.

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

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.