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Michael Francis Ventura

INDEPENDENCE FINANCIAL ADVISORS, LLC·FRANKLIN, New Hampshire
SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredINDEPENDENCE FINANCIAL ADVISORS, LLC
402 CENTRAL STREET, FRANKLIN, NH 03235CRD# 2273875Firm CRD# 156305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Francis Ventura · FRANKLIN, NH
Registration
CRD #2273875 · INDEPENDENCE FINANCIAL ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENCE FINANCIAL ADVISORS, LLC
Apr 2011 – present
INFINEX INVESTMENTS, INC.
Jun 2001 – Apr 2011
FRANKLIN, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 27, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INDEPENDENCE FINANCIAL ADVISORS, LLC
CRD 156305 · SEC 801-81025
AUM
$433M
Regulatory assets under management
Employees
11
2,732 client accounts
Services offered by INDEPENDENCE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Michael Francis Ventura offer?
Michael Francis Ventura specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, New Hampshire for a consultation.
What are Michael Francis Ventura's credentials?
Michael Francis Ventura is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Francis Ventura located?
Michael Francis Ventura is based in FRANKLIN, New Hampshire, working with INDEPENDENCE FINANCIAL ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Michael Francis Ventura charge for services?
Michael Francis Ventura's firm is compensated through percentage of aum, hourly charges, other: one-time project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENCE FINANCIAL ADVISORS, LLC?
INDEPENDENCE FINANCIAL ADVISORS, LLC has approximately 11 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INDEPENDENCE FINANCIAL ADVISORS, LLC

Glenn Maynard Lepene
FRANKLIN, NH
Paul William Gatehouse
FRANKLIN, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
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Research
Advisor Fees in New HampshireNational Fee Analysis
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