Skip to content

Andrew Scott Ross

Investment adviser representative at Independent Financial Partners
8 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business

Are you Andrew Scott Ross? Claim your profile

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

8 years in the industry.

  1. Independent Financial PartnersMar 2021 to now
  2. Diamond Wealth Management, LLCJan 2020 to Mar 2021
  3. Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2020
  4. Fidelity InvestmentsAug 2013 to Jan 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
4328260
Firm CRD
125112
Advisor's SEC record (opens in a new tab)
CallContact this firm