Paul Sponseller
Paul Sponseller is a CFP-designated registered investment advisor at Independent Financial Partners, based in Sun City Center, FL 33573, FL, with 27 years of industry experience. Paul 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
139 Pebble Beach Blvd, Sun City Center, FL 33573, FL, 33573
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Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business Activities
Paul is a member of the Board of Directors for Mary and Martha House, a battered women's shelter, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Wealthsource® Partners, LLC
Moors & Cabot, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Westminster Financial Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.