Michael Lawrence Marziale

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

• 10/2008 → 05/2019
  Lpl Financial, Llc
  Palmetto, FL
• 02/2012 → Present
  Independent Financial Partners
  Sarasota, FL
• 05/2019 → Present
  Ifp Securities, Llc
  University Park, FL

Previous Registrations

• 2008-11-12 → 2013-06-12
  Lpl Financial Llc
  Bradenton, FL
• 2007-06-28 → 2008-11-10
  Ameriprise Advisor Services, Inc.
  Cranston, RI
  Cranston, RI

Other Businesses

(1) 12/26/2013: No Business Name - Real Estate Rental - Investment Related - At Reported Business Location(s) - 5% Time Spent - Condo Rental Property

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-27
• S63 Uniform Securities Agent State Law Examination
  2000-11-17

Other Names

• Michael Place