Aaron Lee Gilman

CFA · CFP

Independent Financial Partners

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

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

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Aaron is a partner in MarketPsych Insights, a risk profile software program, since 2016. This software development activity takes about 10-20% of his time.

Employment History

Current Registrations

Ifp Securities, LLCBroker

May 2019 - Present · 6 yrs 9 mos

Independent Financial Partners

July 2011 - Present · 14 yrs 7 mos

Previous Registrations

LPL Financial LLCBroker

July 2011 - May 2019 · 7 yrs 10 mos

Koss-Olinger Consulting, LLC.

April 2009 - July 2011 · 2 yrs 3 mos

Valmark Securities, INC.Broker

November 2008 - May 2011 · 2 yrs 6 mos

State Registrations4 states

CAFLGANY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.