Chase Cameron Smith

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  City Of Orlando Fire Dept.
  Orlando, FL
• 07/2016 → 08/2023
  Madison Avenue Securities, Llc
  San Diego, CA
• 08/2023 → Present
  Independent Financial Partners
  Tampa, FL
• 08/2019 → 08/2023
  Anders Retirement & Investment Advisors
  Winter Park, FL
• 07/2016 → 08/2019
  Anders & Anders Financial Group
  Winter Park, FL

Previous Registrations

• 2018-02-05 → 2023-08-30
  Madison Avenue Securities, Llc
  New Smyrna Beach, FL
  San Diego, CA
  San Diego, CA
  Winter Park, FL

Other Businesses

(1) HighPoint Capital, LLC - 435 Canal St. Suite 210 | New Smyrna Beach, FL 32168 - DBA - Owner - start date 8/29/2023 - 96 hours/month - 72 hours/month during trading - DBA for advisory

Exams

• S66 Uniform Combined State Law Examination
  2018-02-02

Other Names

• Chase C. Smith