Barry Green
Barry Green is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 23 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
August 1994Other Business Activities
Barry operates Green Asset Management as a registered investment advisor. The filing does not indicate any other business activities.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Platinum Wealth Partners, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.