Michael
Marziale

Independent Financial Partners

CRD#4288088
Investment Advisor
in Bradenton, FL

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About this Advisor

Michael Marziale is a financial advisor based in Bradenton, Florida, working with Independent Financial Partners. Michael has previously held positions at Lpl Financial, LLC, Independent Financial Partners, and Ifp Securities, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, and Massachusetts. Currently, Michael is part of Independent Financial Partners, which operates out of Bradenton, 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 63, Series 65

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

7694 Plantation Cir
Bradenton, FL 34201

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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

Michael Marziale Work History

2019 - Present (5 years)

Ifp Securities, LLC

2012 - Present (12 years)

Independent Financial Partners

2008 - 2019 (11 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Michael Marziale 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

Ben Duncanson
Meridian, ID
Joshua Donner
Boca Raton, FL
Brady Lollman
Hastings, NE
Tyler Acheson
Tampa, FL
Matthew Buckman
Ocala, FL
Stephen Angelis
Dublin, OH
Jessica Sizemore
Jacksonville Beach, FL
Jody Henley
Powell, OH

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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