Unclaimed Profile

Alan Dean Bush

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida

SIE, Series 00, Series 1, Series 4, Series 12, Series 41, Series 63, Series 6523 years registeredINDEPENDENT PORTFOLIO CONSULTANTS, INC.

5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 36885Firm CRD# 120420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Dean Bush · BOCA RATON, FL

Registration

CRD #36885 · INDEPENDENT PORTFOLIO CONSULTANTS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GULFCREST CAPITAL

May 2023 – present

KBK CAPITAL MANAGEMENT, LLC

Jan 2018 – Dec 2021

DELRAY BEACH, FL

ADVEST, INC.

Mar 2003 – Jan 2004

BOCA RATON, FL

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Nov 2002 – Sep 2017

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 4

Series 12

Series 41

Series 63

Series 65

Registration record

First registered · November 4, 2002

Years registered · 23

Disclosure History

2023Judgment / Lien

2022Judgment / Lien

1985Customer Dispute·Award / Judgment

1977Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

CRD 120420 · SEC 801-61381

AUM

$2.0B

Regulatory assets under management

Employees

1,120 client accounts

Services offered by INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Alan Dean Bush offer?

Alan Dean Bush specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.

What are Alan Dean Bush's credentials?

Alan Dean Bush is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Dean Bush located?

Alan Dean Bush is based in BOCA RATON, Florida, working with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Alan Dean Bush charge for services?

Alan Dean Bush's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT PORTFOLIO CONSULTANTS, INC.?

INDEPENDENT PORTFOLIO CONSULTANTS, INC. has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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