Nicholas
Marrano

Independent Financial Partners

CRD#6331518
Investment Advisor
in Woodstock, GA

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About this Advisor

Nicholas Marrano is a financial advisor who works out of Woodstock, Georgia, with a total of 10 years in the industry. Marrano is an advisor for Independent Financial Partners. Over the course of their career, Marrano has held roles at Horizon Planning Group, Lowe'S, Kennesaw State University, Lpl Financial, LLC, Independent Financial Partners and Ifp Securities, LLC. Marrano maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Georgia. Independent Financial Partners is a business operating in Woodstock, Georgia. The investment advisory business has offices in 277 locations and a total of 432 advisors. It controls $5 billion in total assets between its 30,286 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 68 charitable organizations. Of its 30,286 customer accounts, 20% are associated with high-net-worth investors who have at least $1 million in assets. Independent Financial Partners provides a diverse range of services, such as 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. Fees charged by financial advisors largely vary depending on the type of financial services. Fee types billed by Independent Financial Partners can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

230 Creekstone Rdg
Woodstock, GA 30188

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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

Nicholas Marrano Work History

Nicholas has 11 years of experience.

2019 - Present (1 year)

Ifp Securities, LLC

2017 - Present (3 years)

Independent Financial Partners

2014 - 2016 (2 years)

Horizon Planning Group

2014 - 2019 (5 years)

Lpl Financial, LLC

2009 - 2015 (6 years)

Lowe'S

2009 - 2014 (5 years)

Kennesaw State University

Disclosures

Nicholas Marrano has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Independent Financial Partners

Matthew Gredys
West Des Moines, IA
Stephanie Watson
Tampa, FL
Erik Swenson
Waukesha, WI
Maria Wagner
Boca Raton, FL
Patrick Buffa
Tampa, FL
Summer Baskin
Sanford, FL
James Vondrak
Tampa, FL
Kevin Donahue
Tampa, FL

This content was compiled from the SEC and FINRA.

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