Dustin
Rinaldi

Independent Financial Partners

CRD#5006872
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Dustin Rinaldi is a certified financial planner working in Bonita Springs, Florida, who has been in the advisory business for 11 years. Rinaldi currently works for Independent Financial Partners. The advisor has gained experience at Fsc Securities Corporation, Ciccarelli Advisory Services Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Lpl Financial, LLC and Independent Financial Partners. Rinaldi maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Georgia, Massachusetts, Michigan, Virginia, Florida, Illinois, Kansas, Minnesota, Missouri, New Jersey, North Carolina and Ohio. Independent Financial Partners is a registered investment firm operating out of Bonita Springs, Florida. The investment advisory business has offices in 277 locations and a total of 606 financial advisors. It has $10 billion in total assets across its 35,966 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 68 charities and foundations. Of its 35,966 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Independent Financial Partners has a diverse range 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 usually are based on the type of services provided. Fee types charged by Independent Financial Partners most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

27499 Riverview Center Blvd Bulding 5, Suite 237
Bonita Springs, FL 34134

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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

Dustin Rinaldi Work History

Dustin has 11 years of experience.

2014 - Present (5 years)

Lpl Financial, LLC

2014 - Present (5 years)

Independent Financial Partners

2011 - 2014 (3 years)

Raymond James Financial Services

2011 - 2014 (3 years)

Raymond James Financial Services Advisors Inc

2007 - 2011 (4 years)

Fsc Securities Corporation

2007 - 2011 (4 years)

Ciccarelli Advisory Services Inc

Disclosures

Dustin Rinaldi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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