Christina
Pinto

Independent Financial Partners

CRD#2418928
Investment Advisor
in Orlando, FL
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About this Advisor

Christina Pinto is a certified financial planner whose office is in Orlando, Florida. Currently a registered advisor at Independent Financial Partners, they have accumulated 14 years of experience in the financial advisory industry. Pinto holds a Series 63 license, designating them as a securities representative. Pinto is able to act as a financial advisor based out of Florida. Pinto has gained experience at Lpl Financial, LLC and Independent Financial Partners. Independent Financial Partners is headquartered in Orlando, Florida, and has 277 additional offices in the nation. Overall, Independent Financial Partners manages $10 billion in assets across 35,966 accounts and retains more than 606 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 35,964 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Partners provides 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

$5,383,570,734

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

432

FL Average: 62
Total Number of Accounts

30,286

FL Average: 2,474
Average Account Size

$177,758

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

Christina Pinto Work History

Christina has 14 years of experience.

2010 - Present (9 years)

Independent Financial Partners

2004 - Present (15 years)

Lpl Financial, LLC

Disclosures

Christina Pinto has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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