James Bass
James Bass is a CFP-designated registered investment advisor at Independent Financial Partners, based in Altamonte Springs, FL, with 26 years of industry experience. James 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
800 Maitland Ave, Altamonte Springs, FL, 32701
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Regulatory History (1)
Customer Dispute
July 2005Other Business ActivitiesSells Insurance
James is the owner of PrimeQuest Wealth Strategies, an insurance agent DBA, dedicating about 10-20% of his time. He also works as a consultant for the non-profit American Financial Education Alliance, spending minimal time presenting financial educational programs.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
G. A. Repple & Company
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.