Luca Anthony D italia
Investment adviser representative at Independence Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$463.8MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Independence Financial Advisors, LLCDec 2018 to now
- Franklin Savings Bank (independence Financial Advisors)Jun 2015 to now
- Infinex Investments, Inc.Jun 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
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
- 5710950
- Firm CRD
- 156305