Winder, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$11,851,178,380
ClientsTotal clients
52,539
AdvisorsAdvisors at this office
2
Of 314 advisors across 165 offices
Location
429 Loganville Highway, Suite 103 Unit 5
Winder GA 30680
Advisors at this office
2
Advisors at this office
David G
Series 63, Series 65
Winder, GA
Independent Financial Partners
David Gleeson is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been affiliated with Independent Financial Partners since 2011 and concurrently with IFP Securities, LLC since 2019. Outside of advisory work, he is an agent for Physicians Financial Services, LLC, selling term and non-variable life insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Stephan B
Series 63, Series 65
Winder, GA
Independent Financial Partners
Stephan Barton is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Independent Financial Partners since 2011 and previously at LPL Financial. Barton is also involved with Physicians Financial Services, LLC, which offers financial advisory and brokerage services along with fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
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