Matthew
Buckman

Independent Financial Partners

CRD#6545100
Investment Advisor
in Ocala, FL

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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

Series 66

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

Ocala, FL

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

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

267

FL Average: 62
Total Number of Accounts

37,391

FL Average: 2,474
Average Account Size

$261,062

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

Matthew Buckman Work History

2021 - Present (4 years)

Ifp Securities LLC

2021 - Present (4 years)

Independent Financial Partners

2018 - 2021 (3 years)

Raymond James And Associates

2018 - 2021 (3 years)

Raymond James And Associates

2017 - 2018 (1 year)

Raymond James And Associates

2015 - 2017 (2 years)

Northwestern Mutual

2014 - 2015 (1 year)

Pulse Vapes

Created with Highcharts 6.0.7

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

Matthew Johnson
Hastings, NE
Christopher White
Jackson, MS
Calla Gorman
Schaumburg, IL
Ben Duncanson
Meridian, ID
Nicholas Purgason
Arlington, TX
Matthew Buckman
Ocala, FL
Jody Henley
Powell, OH
Joshua Donner
Boca Raton, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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