Karim
Poonawala

Independent Financial Partners

CRD#1678555
Investment Advisor
in Orlando, FL
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About this Advisor

Karim Poonawala is a certified financial planner operating in Orlando, Florida, who has been in the advisory business for 11 years. Poonawala is an advisor for Independent Financial Partners. Throughout their career, they have worked at Financial Network, Cetera Advisor Networks LLC, Lpl Financial, LLC, Independent Financial Partners and Iht Wealth Management. Poonawala maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona, California, Illinois, South Carolina, Virginia, New Jersey, Florida, Texas and Maryland. Independent Financial Partners is a registered investment company that has its headquarters in Orlando, Florida. It has offices in 277 locations and a total of 606 people on staff. It has $10 billion in assets between its 35,966 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 68 charitable organizations. Of its 35,966 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Independent Financial Partners has a wide range of services, including 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 typically are based on which services the firm provides the client. Fees billed by Independent Financial Partners likely consist of 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

No

Office Location

7345 W Sand Lake Rd Suite 208
Orlando, FL 32819

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,513,405,998

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

606

FL Average: 62
Total Number of Accounts

35,966

FL Average: 2,474
Average Account Size

$264,511

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

Karim Poonawala Work History

Karim has 11 years of experience.

2018 - Present (1 years)

Iht Wealth Management

2014 - Present (5 years)

Lpl Financial, LLC

2014 - 2018 (4 years)

Independent Financial Partners

2013 - 2014 (1 years)

Cetera Advisor Networks LLC

2007 - 2012 (5 years)

Financial Network

Disclosures

Karim Poonawala has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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