Independent Financial Partners
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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
Years of Experience
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Independent Financial Partners Brokerage Details
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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.
Lpl Financial, LLC
Independent Financial Partners
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Fsc Securities Corporation
Ciccarelli Advisory Services Inc
Dustin Rinaldi has disclosures.
Please visit their SEC profile for more details.