Calla
Gorman
Independent Financial Partners
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About this Advisor
Calla Gorman is a financial advisor based in Schaumburg, Illinois, working with Independent Financial Partners. Calla has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial LLC, Independent Financial Partners, Sheridan Road Advisors, LLC (Dba: Sheridan Road), and Ifp Securities, LLC. Calla has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Pennsylvania. Currently, Calla is part of Independent Financial Partners, which operates out of Schaumburg, Illinois. 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
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
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
Calla Gorman Work History
Ifp Securities, LLC
Independent Financial Partners
Sheridan Road Advisors, LLC (Dba: Sheridan Road)
Lpl Financial LLC
Independent Financial Partners
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Calla Gorman 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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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.
