Gary
Welden
Independent Financial Partners
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About this Advisor
Gary Welden is a financial advisor working out of Newnan, Georgia with a total of 12 years of relevant experience. Welden is an advisor for Independent Financial Partners. During their career, the advisor has held roles at Independent Financial Partners, Lpl Financial LLC and Ifp Securities, LLC. Welden maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Independent Financial Partners is a financial advisory business based in Tampa, FL. The company has offices in 155 locations and a total of 273 people on staff. It has $9 billion in assets under management across its 34,487 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 34,487 accounts, just 13% belong to high-net-worth individuals who have at least $1 million in investable assets. Independent Financial Partners performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which service is provided. However, fee types charged by Independent Financial Partners likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
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
Gary Welden Work History
Gary has been registered as a financial advisor for 12 years.*
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial LLC
*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 Gary Welden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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