seller-profile

Eric Douglas

Family Wealth Planning Partners

9200 Shelbyville Road Ste 103

Louisville, KY 40222

502-200-5210

Connect with Eric

General Information

Firm Start Year

2015

No.of Employees

5-9

CRD#

5561316

Firm CRD#

125112

Insurance License#

11208114

Name of Broker/Dealer

Independent Financial Partners

Name of Custodial Firm

Charles Schwab, TD Ameritrade, Pershing

Years of Experience in Financial Services

14

Number of Years with Current Firm

4

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CLTC®, AIF®

Securities Licenses

Series 65, Series 63, Series 26, Series 7, Series 6, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity

Firm Information

Assets Managed by Firm

$130,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Flat Fee

Disclaimer

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Family Wealth Planning Partners are not affiliated.