Keith Joseph Furio
Investment adviser representative at Independent Financial Partners
14 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Keith Joseph Furio? Claim your profile
Contact this firm
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
14 years in the industry.
- Independent Financial PartnersJan 2025 to now
- Ifp Securities, LLCJan 2025 to now
- Realta Investment Advisors, Inc.Apr 2013 to Jan 2025
- Main Street Management Company, RiaFeb 2012 to Jan 2025
- Realta Equities, IncFeb 2012 to Jan 2025
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4869341
- Firm CRD
- 125112