Unclaimed
Ian Maddox is an investment advisor representative associated with Independent Financial Partners. Ian has been in the industry since 2008, holding previous positions with ProEquities, Inc. and LPL Financial LLC. Ian is a Series 66, Series 7 and SIE licensed professional. Ian Maddox is registered in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kentucky, Michigan, Mississippi, North Carolina, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Ian is also a partner with Hitchcock Maddox Financial Partners, LLC, a firm that provides comprehensive financial planning and wealth management services. Ian is active in the community, serving on the boards of the Trussville Redevelopment Authority, the Trussville Area Chamber of Commerce, and the Trussville City Schools Foundation.
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
AL
05/27/2016 - Present
Independent Financial Partners (Trussville AL)
AL
05/30/2012 - 05/23/2019
LPL FINANCIAL LLC (TRUSSVILLE AL)
AL
01/24/2008 - 05/31/2012
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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