Chase
Smith
Independent Financial Partners
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About this Advisor
Chase Smith is a financial advisor based in New Smyrna Beach, Florida, working with Independent Financial Partners. Chase has previously held positions at City Of Orlando Fire Dept, Central Florida Health & Safety, Daytona State College, Planmember Securities Corporation, Us Employee Benefits Services Group LLC, Madison Avenue Securities, LLC, Independent Financial Partners, Anders Retirement & Investment Advisors, and Anders & Anders Financial Group. Chase has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, Mississippi, and North Carolina. Currently, Chase is part of Independent Financial Partners, which operates out of New Smyrna Beach, 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
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
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
Chase Smith Work History
Independent Financial Partners
City Of Orlando Fire Dept
Anders Retirement & Investment Advisors
Us Employee Benefits Services Group LLC
Madison Avenue Securities, LLC
Anders & Anders Financial Group
Planmember Securities Corporation
Daytona State College
Central Florida Health & Safety
Disclosures
Please visit the SEC profile of Chase Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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