Donald Allen Lozier
Investment adviser representative at Independent Financial Partners
27 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 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 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
27 years in the industry.
- Ifp Securities LLCSep 2026 to now
- Independent Financial PartnersSep 2026 to now
- Money Concepts Capital Corp.Oct 2022 to Sep 2026
- Ebner Financial GroupDec 2012 to Oct 2022
- Nsystems, LLCApr 1999 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5376391
- Firm CRD
- 125112