Andrew
Birkmire

Independent Financial Partners

CRD#7141965
Investment Advisor
in Tampa, FL

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About this Advisor

Andrew Birkmire is a financial advisor based in Tampa, Florida, working with Independent Financial Partners. Andrew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Boots Steakhouse, Bahama Breeze, Bonefish Grill, Regal Cinemas, Oviedo High School, Valencia Community College, Western Carolina University, Resources Global Professionals, Bank Of America, N. A, Independent Financial Partners, and Ifp Securities LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Florida, Georgia, Kansas, Nevada, New Mexico, New York, Pennsylvania, Texas, and Virginia. Currently, Andrew is part of Independent Financial Partners, which operates out of Tampa, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

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

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

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

267

FL Average: 62
Total Number of Accounts

37,391

FL Average: 2,474
Average Account Size

$261,062

FL Average: $750,025

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

Andrew Birkmire Work History

2022 - Present (2 years)

Independent Financial Partners

2022 - Present (2 years)

Ifp Securities LLC

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2019 (< 1 year)

Boots Steakhouse

2019 - 2022 (3 years)

Bank Of America, N. A

2018 - 2018 (< 1 year)

Resources Global Professionals

2016 - 2019 (3 years)

Western Carolina University

2015 - 2016 (1 year)

Bahama Breeze

2015 - 2015 (< 1 year)

Bonefish Grill

2015 - 2015 (< 1 year)

Valencia Community College

2014 - 2015 (1 year)

Regal Cinemas

2011 - 2015 (4 years)

Oviedo High School

Disclosures

Please visit the SEC profile of Andrew Birkmire 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

Nicolas Wolfson
Tampa, FL
Calla Gorman
Schaumburg, IL
Gregory Wozniak
Tampa, FL
Jessica Sizemore
Jacksonville Beach, FL
Kelly Ryland
Pensacola, FL
Jandin Miller
Manistee, MI
Jeremy Sickles
Jeffersonville, IN
Paul Sponseller
Sun City Center, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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