Charles Triaga
Charles Triaga is a registered investment advisor at Independent Financial Partners, based in Williamsville, NY, with 38 years of industry experience. Charles 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
5732 Main St. Ste. 2, Williamsville, NY, 14224
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business ActivitiesSells Insurance
Charles owns REVC, LLC DBA Harbor Wealth Advisors, where he provides financial planning, investing, and insurance sales and service, dedicating full-time hours to this. He is also an insurance agent with Specific Solutions Inc, focusing on insurance planning, spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Mcdonald Investments INC.
Key Investments INC.Broker
Independent Financial Securities, INC.Broker
Invest Financial CorporationBroker
Abi Securities, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations11 states
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.