Riley Joseph Newman
Investment adviser representative at Independent Financial Partners
10 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
10 years in the industry.
- Independent Financial PartnersJul 2026 to now
- Ifp Securities, LLCNov 2025 to now
- Charles Schwab & Co., Inc.Aug 2024 to Nov 2025
- Northrop GrummanJan 2024 to Jul 2024
- Northrop GrummanMay 2023 to Aug 2023
- Health First Medical GroupMay 2022 to Mar 2023
- Camp SonshineMay 2021 to Aug 2021
- Full Time EducationJul 2020 to Dec 2023
- PublixMay 2020 to Apr 2021
- Paypros, IncMar 2018 to Aug 2021
- Melting PotNov 2017 to Jun 2018
- Full Time EducationAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 7941772
- Firm CRD
- 125112