Frank
Toth
Independent Financial Partners
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About this Advisor
Frank Toth is a financial advisor operating out of Boca Raton, Florida with 12 years of relevant experience. Toth is currently employed by Independent Financial Partners. Over the course of their career, Toth has held roles at Lpl Financial LLC, Independent Financial Partners and Ifp Securities, LLC. Toth maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas and Virginia. Independent Financial Partners is a financial advisory company operating out of Tampa, FL. It has offices in 155 locations and a total of 273 advisors. It oversees $9 billion in assets under management among its 34,487 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 34,487 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in investable assets. Independent Financial Partners has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees usually vary depending on which services are offered. Fees charged by Independent Financial Partners may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
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
Frank Toth Work History
Frank has been registered as a financial advisor for 12 years.*
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Toth 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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