Financial ADVSR advisor directory · SEC adviser records
Independent Financial Partners financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Independent Financial Partners office in San Antonio, A to Z.
The short answer
4 registered advisors work at Independent Financial Partners in San Antonio, out of 289 at the firm nationwide; it ranks number 63 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Independent Financial Partners advisors in San Antonio, A to Z
Every Independent Financial Partners advisor →- Gregory B. DrewAlso a broker rep
- Adam G. FreyCertified Financial Planner · Also a broker rep
- Jeffrey T. HigginsCertified Financial Planner · Also a broker rep
- Konrad G. KuykendallAlso 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 4Schaumburg, IL 4Waukesha, WI 4Woodstock, GA 4Brentwood, TN 3Clearwater, FL 3Cocoa Beach, FL 3Fort Lauderdale, FL 3
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 133Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Frost Investment Services 81Morgan Stanley 78LPL Financial LLC 77Capital Client Group, Inc. 56Edward Jones 55Strategic Advisers LLC 55Victory Capital Management Inc. 55Ameriprise Financial Services, LLC 47State Farm Investment Management Corp. 43Usaa Investment Services Company 38
Questions
How many financial advisors does Independent Financial Partners have in San Antonio?
4 investment adviser representatives are registered at Independent Financial Partners offices in San Antonio, Texas, 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 San Antonio?
Independent Financial Partners ranks number 63 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 133.
How do I check a Independent Financial Partners advisor in San Antonio?
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.