Aaron
Gilman
Independent Financial Partners
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About this Advisor
Aaron Gilman is a certified financial planner and chartered financial analyst operating in Tampa, Florida with 12 years of relevant experience. Gilman works at Independent Financial Partners. Gilman has gained experience at Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Gilman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Georgia and New York. Independent Financial Partners is a registered investment company operating out of Tampa, FL. It has offices in 155 locations and a total of 273 advisors. It administers $9 billion in assets between its 34,487 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Independent Financial Partners provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management are based on which service is provided. Fees billed by Independent Financial Partners likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Aaron Gilman Work History
Aaron has been registered as a financial advisor for 12 years.*
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Gilman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Tampa, FL
Palm Harbor, FL
Tampa, FL
Grosse Pointe, MI
Clive, IA
Tampa, FL
Milwaukee, WI
Florence, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
