Brett
Henderson

Independent Financial Partners

CRD#4789321
Investment Advisor
in Tampa, FL

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About this Advisor

Brett Henderson is a financial advisor working out of Tampa, Florida with 3 years of relevant experience. Henderson currently works for Independent Financial Partners. During their career, the advisor has held roles at Ubs Financial Services Inc, Resources Investment Advisors, Triad Advisors, Ifp Securities LLC and Independent Financial Partners. Henderson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California, Louisiana, Montana and Texas. Independent Financial Partners is a financial advisory business operating out of Tampa, FL. The firm has offices in 155 locations and a total of 273 advisors. It administers $9 billion in assets under management between its 34,487 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 34,487 accounts, just 13% are held by high-net-worth clients who have more than $1 million in investable assets. Independent Financial Partners performs a diverse assortment of services, such as 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 vary depending on the type of services provided. However, fee types billed by Independent Financial Partners most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

3030 North Rocky Point Drive West Suite 700
Tampa, FL 33607

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

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

273

FL Average: 62
Total Number of Accounts

34,487

FL Average: 2,474
Average Account Size

$258,525

FL 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

Brett Henderson Work History

Brett has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ifp Securities LLC

2020 - Present (4 years)

Independent Financial Partners

2018 - 2020 (2 years)

Resources Investment Advisors

2018 - 2020 (2 years)

Triad Advisors

2009 - 2018 (9 years)

Ubs Financial Services Inc

*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 Brett Henderson 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

Charles Tutt
Edmond, OK
Michael Nielson
Boulder, CO
Peter Gregory
Edmond, OK
Sunnaret Eang
Fort Washington, PA
Andrew Grannis
Cleveland, OH
Gregory Wozniak
Tampa, FL
Matthew Gredys
Clive, IA
Joshua Weinstein
Middletown, OH

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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