Carly James
Investment adviser representative at Independent Financial Partners
10 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Carly James? 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
10 years in the industry.
- Independent Financial PartnersJun 2026 to now
- Severn Financial Advisors, LLCFeb 2022 to now
- Commonwealth Financial NetworkJul 2021 to Jun 2026
- Severn Financial AdvisorsFeb 2021 to Jan 2022
- United Nations FoundationJan 2020 to Feb 2021
- Yoga DistrictJun 2019 to May 2021
- Rebuilding Together, Inc.Mar 2016 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7336007
- Firm CRD
- 125112