Andres
Romero

Independent Financial Partners

CRD#2486195
Investment Advisor
in Atlanta, GA
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About this Advisor

Andres Romero is a certified financial planner in Atlanta, Georgia. Currently an advisor with Independent Financial Partners, they have accumulated 19 years of work experience. Romero holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Romero can act as a financial advisor based out of Colorado, Massachusetts, Michigan, South Carolina, Florida, Georgia, Texas and North Carolina. Over the course of their career, Romero has held roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Lpl Financial LLC and Independent Financial Partners. Independent Financial Partners is based out of Atlanta, Georgia, and operates out of 277 additional brick-and-mortar locations throughout the nation. In aggregate, Independent Financial Partners oversees $10 billion in assets throughout 35,966 client accounts and retains more than 606 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 35,964 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Independent Financial Partners can provide 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 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

5555 Glenridge Connector Suite 200
Atlanta, GA 30342

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

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

432

GA Average: 62
Total Number of Accounts

30,286

GA Average: 2,474
Average Account Size

$177,758

GA 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

Andres Romero Work History

Andres has 19 years of experience.

2015 - Present (4 years)

Lpl Financial LLC

2015 - Present (4 years)

Independent Financial Partners

1999 - 2015 (16 years)

Metropolitan Life Insurance Company

1999 - 2015 (16 years)

Metlife Securities Inc

Disclosures

Andres Romero has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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