Daniel
Collins

Independent Financial Partners

CRD#1084868
Investment Advisor
in Tampa, FL

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About this Advisor

Daniel Collins is a financial advisor based in Tampa, Florida, working with Independent Financial Partners. Daniel has previously held positions at Independent Financial Partners, Lpl Financial, LLC, and Ifp Securities, LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Daniel 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 63, Series 66

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

Daniel Collins Work History

2019 - Present (5 years)

Ifp Securities, LLC

2008 - Present (16 years)

Independent Financial Partners

2009 - 2019 (10 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Daniel Collins 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

Joshua Donner
Boca Raton, FL
Chad Castrinos
Metairie, LA
Brady Lollman
Hastings, NE
Christopher Stolte
Austin, TX
Cody Behrends
Tampa, FL
Gregory Wozniak
Tampa, FL
Stephen Angelis
Dublin, OH
Matthew Johnson
Hastings, NE

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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