Scott
Mohler
Independent Financial Partners
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About this Advisor
Scott Mohler is a financial advisor operating in San Antonio, Texas who has 2 years of relevant experience. Mohler currently works for Independent Financial Partners. During their career, the advisor has held roles at Lpl Financial, LLC, Independent Financial Partners and Ifp Securities, LLC. Mohler maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oklahoma and Texas. Independent Financial Partners is a financial advisory firm that has its headquarters in Tampa, FL. The firm has offices in 155 locations and a total of 273 financial advisors. It manages $9 billion in total assets between its 34,487 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 34,487 client accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets. Independent Financial Partners performs a number 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. Financial advisory fees largely vary depending on which services the firm provides the client. Fees charged by Independent Financial Partners likely consist of any combination 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
Scott Mohler Work History
Scott has been registered as a financial advisor for 2 years.*
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
*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 Scott Mohler 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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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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