Marc Bernacchi
Investment adviser representative at Independent Financial Partners
13 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
13 years in the industry.
- Independent Financial PartnersFeb 2025 to now
- Ifp Securities, LLCFeb 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Feb 2025
- Cetera Advisor Networks LLCMay 2022 to Feb 2025
- Cetera Advisors LLCMay 2022 to Feb 2025
- Cetera Financial Specialists LLCMay 2022 to Feb 2025
- Cetera Investment Services LLCMay 2022 to Feb 2025
- First Allied Securities, Inc.May 2022 to Sep 2022
- UnemployedSep 2020 to May 2022
- Santander Bank, NADec 2016 to Sep 2020
- Santander Securities, LLCDec 2016 to Sep 2020
- J.P. Morgan Securities LLCJun 2014 to Dec 2016
- JPMorgan Chase Bank NAMay 2014 to Dec 2016
- Market AmericaJan 2013 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
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
- 6353186
- Firm CRD
- 125112