DM
DM

Daniel Marlborough

14 Years of Experience
Fort Lauderdale, FL
Broker

Daniel Marlborough is a registered investment advisor at Independent Financial Partners, based in Fort Lauderdale, FL, with 14 years of industry experience. Daniel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

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.

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Location

Fort Lauderdale, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Independent Financial Partners
July 2024 - Present · 2 yrs 2 mos
Ifp Securities, LLCBroker
July 2024 - Present · 2 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
December 2018 - June 2024 · 5 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 2018 - June 2024 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - October 2018 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - October 2018 · 6 yrs 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.