Joseph Stonelake
Joseph Stonelake is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 27 years of industry experience. Joseph 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
2770 Indian River Blvd., 400C, Tampa, FL, 32960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joseph is the owner of Stonelake Wealth Management, an investment-related DBA. He dedicates full-time hours to this activity, including a significant portion during trading hours.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Banc of America Investment Services, INC.Broker
Barnett Investments, INC.Broker
State Registrations1 state
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