Luis
Villavicencio Rangel

Independent Financial Partners

CRD#5879066
Investment Advisor
in Tampa, FL

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About this Advisor

Luis Villavicencio Rangel is a financial advisor working out of Tampa, Florida, with a total of 1 year of industry experience. Villavicencio Rangel is on the advisory team at Independent Financial Partners. Over the course of their career, Villavicencio Rangel has held roles at Raymond James & Associates, Inc and Ifp Securities, LLC. Villavicencio Rangel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Independent Financial Partners is an advisory company based in Tampa, FL. The company has offices in 155 locations and a total of 273 people on staff. It manages $9 billion in assets under management across its 34,487 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 34,487 customer accounts, just 13% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm performs 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 typically depend on the financial services. However, fees charged by Independent Financial Partners likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$8,915,756,449

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

273

FL Average: 62
Total Number of Accounts

34,487

FL Average: 2,474
Average Account Size

$258,525

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

Luis Villavicencio Rangel Work History

Luis has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Ifp Securities, LLC

2013 - 2021 (8 years)

Raymond James & Associates, Inc

2010 - 2013 (3 years)

Raymond James & Associates, Inc

*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 Luis Villavicencio Rangel 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

Michael Carballo
Miami, FL
Mark Christensen
Tampa, FL
Steve Rodriguez
Florence, KY
Michael Nielson
Boulder, CO
Joshua Weinstein
Middletown, OH
Andrew Grannis
Cleveland, OH
Larry Awbrey
Edmond, OK

The content in this profile was updated by SmartAsset on 4/16/2023. 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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