Unclaimed Profile

John David Motherwell

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida

Series 65Clean record11 years registeredINDEPENDENT PORTFOLIO CONSULTANTS, INC.

5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 6461968Firm CRD# 120420

Profile Verification

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

Identity

John David Motherwell · BOCA RATON, FL

Registration

CRD #6461968 · INDEPENDENT PORTFOLIO CONSULTANTS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INDEPENDENT PORTFOLIO CONSULTANTS, INC.

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Apr 2015 – Dec 2017

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 1, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 John David Motherwell offer?

John David Motherwell specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are John David Motherwell's credentials?

John David Motherwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Motherwell located?

John David Motherwell is based in BOCA RATON, Florida, last registered with INDEPENDENT PORTFOLIO CONSULTANTS, INC..

How does John David Motherwell charge for services?

John David Motherwell'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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