Michael Francis Ventura
Investment adviser representative at Independence Financial Advisors, LLC
27 yearsExperience
2 statesRegistered in
$463.8MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Independence Financial Advisors, LLCApr 2011 to now
- Infinex Investments, Inc.Mar 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Independence Financial Advisors, LLC
$463.8MAssets managed
2,777Clients
8Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2273875
- Firm CRD
- 156305