Brandon
Lancaster
Independent Financial Partners
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About this Advisor
Brandon Lancaster is a financial advisor operating out of Canton, Ohio with 1 year of relevant experience. Lancaster is on the advisory team at Independent Financial Partners. Their career trajectory has included roles at New Market Financial Advisors, Lpl Financial LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Lancaster holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona, California, Connecticut, Florida, Georgia, Indiana, Michigan, Nevada, North Carolina, Ohio, Pennsylvania, Texas and Virginia. Independent Financial Partners is a registered investment company based out of Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 employees. It handles $9 billion in assets across its 34,487 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 34,487 customer accounts, just 13% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Independent Financial Partners offers a number 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. Financial management fees largely are based on the services offered. Fees billed by Independent Financial Partners most 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
Brandon Lancaster Work History
Brandon has been registered as a financial advisor for 1 years.*
Independent Advisor Alliance, LLC
Lpl Financial LLC
New Market Financial Advisors
Independent Financial Partners
*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 Brandon Lancaster 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
Florence, KY
Edmond, OK
Miami, FL
Ocala, FL
Pleasant Hill, CA
Tampa, FL
Clive, IA
Edmond, OK
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