Paul William Sponseller
Investment adviser representative at Independent Financial Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Independent Financial PartnersSep 2019 to now
- Wealthsource Partners, LLCJul 2017 to Sep 2019
- Moors & Cabot, Inc.Jun 2017 to Jul 2017
- Niagara International Capital LimitedMay 2017 to May 2017
- UnemployedJan 2017 to May 2017
- Raymond James & Associates, Inc.May 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 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
- 2482717
- Firm CRD
- 125112