CC
CFP
CC
CFP

Christopher Callaway

13 Years of Experience
Coral Gables, FL

Christopher Callaway is a CFP-designated registered investment advisor at Independent Financial Partners, based in Coral Gables, FL, with 13 years of industry experience. Christopher 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

5901 SW 74th St, Suite 303, Coral Gables, FL, 33143

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Independent Financial Partners
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Steelpeak Wealth, LLC
February 2024 - August 2024 · 6 mos
Valley Financial Management, INC.Broker
August 2023 - February 2024 · 6 mos
Valley Wealth Managers, INC.
March 2022 - February 2024 · 1 yr 11 mos
Citizens Investment Services
July 2021 - March 2022 · 8 mos
Citizens Securities, INC.Broker
July 2021 - March 2022 · 8 mos
Charles Schwab & CO., INC.
December 2013 - July 2021 · 7 yrs 7 mos
Charles Schwab & CO., INC.Broker
December 2013 - July 2021 · 7 yrs 7 mos
MML Investors Services, LLC
November 2012 - December 2013 · 1 yr 1 mo
MML Investors Services, LLCBroker
May 2012 - December 2013 · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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.