Adam Dickman

Independent Financial Partners

3 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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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.

Employment History

Current Registrations

Independent Financial Partners

April 2022 - Present · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.