Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in Fort Washington, PA
Every SEC-registered investment adviser representative at a Independent Financial Partners office in Fort Washington, A to Z.
The short answer
3 registered advisors work at Independent Financial Partners in Fort Washington, out of 289 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Independent Financial Partners advisors in Fort Washington, A to Z
Every Independent Financial Partners advisor →- Susan Fuhrman-HolinCertified Financial Planner
- David HolinInvestment adviser rep
- Jonathan HolinInvestment 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 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 Washington
All Fort Washington advisors →Lincoln Investment 158Thrive Capital Management, LLC 14Capital Analysts 10Equita Financial Network, Inc. 8Ameriprise Financial Services, LLC 6Raymond James Financial Services Advisors, Inc. 4Bancroft Capital, LLC 3
Questions
How many financial advisors does Independent Financial Partners have in Fort Washington?
3 investment adviser representatives are registered at Independent Financial Partners offices in Fort Washington, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 289 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Independent Financial Partners one of the largest advisor employers in Fort Washington?
Independent Financial Partners ranks number 8 in Fort Washington by registered advisors; Lincoln Investment has the most, with 158.
How do I check a Independent Financial Partners advisor in Fort Washington?
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.