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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Partners financial advisors in Woodstock, GA

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

The short answer

4 registered advisors work at Independent Financial Partners in Woodstock, out of 289 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Independent Financial Partners advisors in Woodstock, 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 95Jacksonville Beach, FL 6Edmond, OK 5San Antonio, TX 5Schaumburg, IL 5Clearwater, FL 4Hastings, NE 4Orlando, FL 4Waukesha, WI 4Cocoa Beach, FL 3Conshohocken, PA 3Crescent Springs, KY 3Denver, CO 3Fort Lauderdale, FL 3Louisville, KY 3

Other firms in Woodstock

All Woodstock advisors →

Edward Jones 11Legacy Partners Financial Group, LLC 10LPL Financial LLC 9Goodwin Investment Advisory 8Woodstock Wealth Management, Inc. 8Cetera Investment Advisers LLC 6State Farm Investment Management Corp. 6Hornor, Townsend & Kent, LLC 5Cpc Advisors, LLC 3Financial Architects, LLC 3Impact Partnership Wealth, LLC 3J.P. Morgan Securities LLC 3

Questions

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

4 investment adviser representatives are registered at Independent Financial Partners offices in Woodstock, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

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

Independent Financial Partners ranks number 9 in Woodstock by registered advisors; Edward Jones has the most, with 11.

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

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.