Michael Byron Loader

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

• 08/2007 → 05/2019
  Lpl Financial Llc (F/K/A Linsco Private Ledger)
  San Antonio, TX
• 05/2012 → Present
  Independent Financial Partners
  San Antonio, TX
• 05/2019 → Present
  Ifp Securities, Llc
  Shavano Park, TX

Previous Registrations

• 2009-11-11 → 2013-03-27
  Lpl Financial Llc
  Shavano Park, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

(1) 4/23/2010: DBA ONLY - PARTNERS WEALTH MANAGEMENT, WE PROVIDE ADVICE THAT IS FIXED PERCENTAGE BASED ON RETIREMENT PLAN ASSETS. - 50% OF TIME SPENT - SAN ANTONIO, TX.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-10
• S63 Uniform Securities Agent State Law Examination
  2002-07-11

Other Names

• Micheal Byron Loader