Calla
Gorman

Independent Financial Partners

CRD#6365125
Investment Advisor
in Schaumburg, IL

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About this Advisor

Calla Gorman is a financial advisor who works in Schaumburg, Illinois with a total of 2 years of industry experience. Gorman is an advisor for Independent Financial Partners. Throughout their career, Gorman has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Re/Max Harbor Realty, Lpl Financial LLC, Independent Financial Partners, Sheridan Road Advisors, LLC (Dba: Sheridan Road) and Ifp Securities, LLC. Gorman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois and Pennsylvania. Independent Financial Partners is a registered investment firm based out of Tampa, FL. The company has offices in 155 locations and a total of 273 people on staff. It manages $9 billion in total assets among its 34,487 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 85 charities and foundations. Of its 34,487 client accounts, just 13% are associated with high-net-worth clients who have greater than $1 million in investable assets. Independent Financial Partners has a diverse 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 largely depend on which services are offered. Fee types billed by Independent Financial Partners likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

1515 E. Woodfield Rd Ste 840
Schaumburg, IL 60173

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

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

273

IL Average: 62
Total Number of Accounts

34,487

IL Average: 2,474
Average Account Size

$258,525

IL 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

Calla Gorman Work History

Calla has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ifp Securities, LLC

2021 - Present (3 years)

Independent Financial Partners

2018 - 2020 (2 years)

Sheridan Road Advisors, LLC (Dba: Sheridan Road)

2017 - 2020 (3 years)

Lpl Financial LLC

2017 - 2019 (2 years)

Independent Financial Partners

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Re/Max Harbor Realty

*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 Calla Gorman 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

Peter Nunley
Tampa, FL
Michael Nielson
Boulder, CO
Shelly Wohler
Milwaukee, WI
Gregory Wozniak
Tampa, FL
Jonathan Brown
Pleasant Hill, CA
Eric Zebrauskas
Tampa, FL
Charles Tutt
Edmond, OK
Matthew Gredys
Clive, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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