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Michael Byron Loader

Independent Financial Partners

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About Michael Byron Loader

Michael Byron Loader is a financial advisor at Independent Financial Partners in San Antonio, Texas. Michael has been a registered representative since 2002 and has a strong track record of success in the industry. Michael specializes in providing financial advice to individuals, families, and businesses.

Firm Information

Michael Loader is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Michael Loader’s Registration & Firm History

TX

01/13/2012 - Present

Independent Financial Partners (San Antonio TX)

TX

08/23/2007 - 05/23/2019

LPL FINANCIAL LLC (SHAVANO PARK TX)

TX

01/14/2005 - 06/06/2007

H&R BLOCK FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

MO

07/09/2002 - 01/04/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 11/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Byron Loader.
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