Craig Koproski
Craig Koproski is a registered investment advisor at Independent Financial Partners, based in Jacksonville Beach, FL, with 27 years of industry experience. Craig 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
492 Osceola Avenue, Jacksonville Beach, FL, 32250
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Regulatory History (2)
Customer Dispute
January 2007Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Craig owns Goosehead Insurance, The Koproski Agency LLC, selling property and casualty insurance, dedicating about 10-20% of his time. He also has a DBA called Postillion Wealth Management.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
First Trust Portfolios L.P.Broker
First Trust Advisors LP
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations2 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.