Integrated Financial Partners

Integrated Financial Partners Employee Directory

Financial ServicesMassachusetts, United States201-500 Employees

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision.  We offer comprehensive business building services, designed with the truly independent advisor in mind.  With one hundred and twenty-nine advisors and thirty-seven regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client.  Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel. 

Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Integrated Partners, a registered investment advisor. Integrated Partners and Integrated Financial Partners are separate entities from LPL Financial. IFP and LPL Financial do not provide legal/tax advice or services. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.IFPadvisor.com.

Find Integrated Financial Partners employees' phone numbers or email addresses

Integrated Financial Partners Global Highlights

Location
Employees

North America
229

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  • United States Of America
    229

Oceania
3

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  • Fiji
    2
  • Australia
    1

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

South America
1

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  • Brazil
    1

Integrated Financial Partners's Leadership

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    R. B.
    Chief Investment Officer And Senior Executive
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    S. K.
    Chief Investment Officer
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    J. S. P.
    Chief Operating Officer (faberman & Filosa Group)
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    A. L. S.
    Chief Operations Officer
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    B. Z.
    Chief Marketing Officer
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    I. K.
    Chief Technology Officer
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    K. C.
    Chief Financial Officer
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    R. S.
    Chief Growth Officer
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Contact profiles from Integrated Financial Partners

Name
Title
Contact Info
Location
Last Update
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    M. R.
    Brokerage Manager
    Phone icon
    United StatesNew Jersey
    Oct 22, 2024
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    P. M.
    Financial Advisor/Wealth Manager
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    United StatesMassachusetts
    Oct 17, 2024
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    R. D.
    Office Manager
    Phone icon
    United StatesGeorgia
    Oct 22, 2024
  • Stylized image of a person
    R. H.
    Client Service Manager For Andrew J. Ross, Cfp®, Cpfa
    Phone icon
    United StatesMassachusetts
    Oct 16, 2024
  • Stylized image of a person
    R. T. W.
    Private Wealth Manager
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    United StatesMassachusetts
    Oct 23, 2024
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    S. B.
    Marketing Manager
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    United StatesMassachusetts
    Dec 16, 2024
  • Stylized image of a person
    S. F.
    Private Wealth Manager
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    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    V. N.
    Client Services Manager
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    United StatesMassachusetts
    Oct 21, 2024
  • Stylized image of a person
    S. R. F.
    Principal
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    United StatesTexas
    Dec 05, 2024
  • Stylized image of a person
    A. R.
    Financial Planner
    Phone icon
    United StatesMaine
    Jan 04, 2025

Frequently Asked Questions

What is Integrated Financial Partners known for?

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Integrated Financial Partners was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 300 Fifth Avenue, 3rd Floor Waltham, Massachusetts 02451 US; you can contact the main corporate office by phone at . Explore Integrated Financial Partners's company overview page for more information.

What is Integrated Financial Partners's most common email format?

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Integrated Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Integrated Financial Partners email formats with LeadIQ.

How many employees does Integrated Financial Partners have currently?

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Integrated Financial Partners has approximately 201 employees as of August 2024. These team members are located across 4 continents, including North AmericaOceaniaEurope.

Who are Integrated Financial Partners's key employees and leadership?

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As of August 2024, Integrated Financial Partners's key employees include:

  • Chief Investment Officer And Senior Executive: R. B.
  • Chief Investment Officer: S. K.
  • Chief Operating Officer (faberman & Filosa Group): J. S. P.
  • Chief Operations Officer: A. L. S.
  • Chief Marketing Officer: B. Z.

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