Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bruce Rome is an investment advisor representative with Independent Financial Partners and has over 27 years of experience in the financial services industry. Gary has held previous positions with LPL Financial LLC, Edward Jones, INVEST FINANCIAL CORPORATION, ESSEX NATIONAL SECURITIES, INC., CUNA BROKERAGE SERVICES, INC., BARNETT INVESTMENTS, INC., ROBERT W. BAIRD & CO. INCORPORATED, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. Gary is also a Chartered Financial Consultant. Gary provides financial planning, pension consulting, and educational seminars, among other services, to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
10/20/2020 - Present
Independent Financial Partners (JACKSONVILLE FL)
FL
10/12/2011 - 05/23/2019
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
03/11/2005 - 10/13/2011
EDWARD JONES (ORANGE PARK FL)
WI
10/31/2003 - 03/11/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
06/17/2002 - 10/31/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
04/28/1998 - 06/17/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
FL
04/24/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
WI
03/09/1995 - 02/13/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
04/05/1993 - 02/13/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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