Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Christy Deming

Independent Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Christy Deming

Robert Christy Deming is an investment advisor representative with Independent Financial Partners. Robert has been working in the financial industry for over 30 years, and is licensed to practice in Colorado, North Carolina, Pennsylvania, and Texas. Independent Financial Partners has been serving clients since 1987 and offers a wide range of financial planning services.

Firm Information

Robert Deming 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Percentage of assets under advisement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Deming’s Registration & Firm History

TX

01/13/2012 - Present

Independent Financial Partners (Fredericksburg TX)

TX

07/01/2009 - 05/23/2019

LPL FINANCIAL LLC (FREDERICKSBURG TX)

TX

07/31/1992 - 07/07/2009

METLIFE SECURITIES INC. (DALLAS TX)

TX

07/31/1992 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)

CA

08/27/1985 - 06/08/1992

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

Not sure if Robert Christy Deming is right for you?

Licenses & Designations

IA

Issued 02/15/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Christy Deming.
Not sure if Robert Christy Deming is right for you?