Thomas
Alford

Independent Financial Partners

CRD#5698146
Investment Advisor
in San Diego, CA
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About this Advisor

Thomas Alford is a chartered financial analyst based in San Diego, California, with a total of 19 years of financial industry experience. Alford is currently employed by Independent Financial Partners. Over the course of their career, Alford has held roles at Alford-Jungers Financial, Papa John'S Pizza, Full Time Education, Nrp Financial, Inc, Lpl Financial LLC, Independent Financial Partners, Pioneer Investment Management, Inc and Lpl Financial, LLC. Alford has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and California. Independent Financial Partners is a registered investment company headquartered in San Diego, California. The company has offices in 277 locations and a total of 606 financial advisors. It has $10 billion in assets among its 35,966 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 68 charities and foundations. Of its 35,966 accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Independent Financial Partners has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which service is offered. However, fees billed by Independent Financial Partners can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

9276 Scranton Road Suite 550
San Diego, CA 92122

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

CA Average: $1,855,561,029
Total Number of Employees

432

CA Average: 62
Total Number of Accounts

30,286

CA Average: 2,474
Average Account Size

$177,758

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Alford Work History

Thomas has 19 years of experience.

2016 - Present (3 years)

Independent Financial Partners

2016 - Present (3 years)

Lpl Financial, LLC

2014 - 2016 (2 years)

Pioneer Investment Management, Inc

2010 - 2014 (4 years)

Lpl Financial LLC

2010 - 2014 (4 years)

Independent Financial Partners

2009 - 2010 (1 year)

Nrp Financial, Inc

2008 - 2008 (< 1 year)

Alford-Jungers Financial

2005 - 2008 (3 years)

Full Time Education

1999 - 2008 (9 years)

Papa John'S Pizza

Disclosures

Thomas Alford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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