Daniel Robert Marlborough
Investment adviser representative at Independent Financial Partners
15 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
15 years in the industry.
- Independent Financial PartnersJul 2024 to now
- Ifp Securities, LLCJul 2024 to now
- Fidelity Brokerage Services LLCOct 2018 to Jun 2024
- Bank of America, N.A.Feb 2012 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2011 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5996148
- Firm CRD
- 125112