Edward Burgio
Edward Burgio is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 15 years of industry experience. Edward 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
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History (1)
Customer Dispute
July 2018Other Business ActivitiesSells Insurance
Edward owns Harbor Wealth Advisors, a financial advising business, dedicating full-time hours to it. He is also an agent for fixed insurance/annuity needs through The Pinnacle Group and Specific Solutions, spending a few hours per week on each.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 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.