Independent Financial Partners
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About this Advisor
Smitha Thomas is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor at Independent Financial Partners, Thomas has 10 years of experience as a registered advisor. Thomas maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative. Thomas is registered to act as an advisor in California, Texas, Florida, Louisiana, Maine and New Jersey. Throughout their career, they have worked at Mass Mutual Financial Group, Mml Investors Services Inc, Lifetime Wealth Management Pc, Finestra Financial, Chase Investment Services Corp, Jpmorgan Chase Bank, Merrill Lynch Pierce Fenner & Smith, Chase Investment Services, Scooter'S Unlimited and Bank Of America, N.A. Independent Financial Partners is based out of Dallas, Texas, and operates out of 277 other offices throughout the United States. As an advisor firm, Independent Financial Partners manages $10 billion in assets dispersed across 35,966 accounts and retains more than 606 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 35,964 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Independent Financial Partners can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Independent Financial Partners Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Smitha Thomas Work History
Smitha has 10 years of experience.
Independent Financial Partners
Lpl Financial LLC
Merrill Lynch Pierce Fenner & Smith
Bank Of America, N.A
Chase Investment Services Corp
Jpmorgan Chase Bank
Chase Investment Services
Lifetime Wealth Management Pc
Mass Mutual Financial Group
Mml Investors Services Inc
Smitha Thomas has disclosures.
Please visit their SEC profile for more details.