Matthew
Buckman
Independent Financial Partners
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About this Advisor
Matthew Buckman is a financial advisor based in Ocala, Florida, working with Independent Financial Partners. Matthew has previously held positions at Northwestern Mutual, Pulse Vapes, Raymond James And Associates, Ifp Securities LLC, and Independent Financial Partners. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Connecticut, Florida, Hawaii, Maine, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, and Washington. Currently, Matthew is part of Independent Financial Partners, which operates out of Ocala, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
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
Matthew Buckman Work History
Ifp Securities LLC
Independent Financial Partners
Raymond James And Associates
Raymond James And Associates
Raymond James And Associates
Northwestern Mutual
Pulse Vapes
Disclosures
Please visit the SEC profile of Matthew Buckman 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
Jacksonville Beach, FL
Tampa, FL
Tampa, FL
Tampa, FL
Boca Raton, FL
Sun City Center, FL
Pensacola, FL
Jeffersonville, IN
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