Antonio
Moreno

Independent Financial Partners

CRD#2251158
Investment Advisor
in Orlando, FL
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About this Advisor

Antonio Moreno is a chartered financial consultant who works out of Orlando, Florida, who has been in the financial industry for 14 years. Moreno is on the advisory team at Independent Financial Partners. Throughout their career, they have worked at Lpl Financial LLC and Independent Financial Partners. Moreno maintains a Series 63 license, certifying them as a securities representative, and can advise clients in Florida. Independent Financial Partners is a business operating in Orlando, Florida. The investment advisory business has offices in 277 locations and a total of 606 employees. It handles $10 billion in total assets between its 35,966 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 68 charitable organizations. Of its 35,966 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The firm offers a diverse array 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 vary depending on which service is provided. Fees charged by Independent Financial Partners likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 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

111 North Magnolia Avenue Suite 1025
Orlando, FL 32801

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,513,405,998

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

606

FL Average: 62
Total Number of Accounts

35,966

FL Average: 2,474
Average Account Size

$264,511

FL 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

Antonio Moreno Work History

Antonio has 14 years of experience.

2009 - Present (10 years)

Independent Financial Partners

2004 - Present (15 years)

Lpl Financial LLC

Disclosures

Antonio Moreno has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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