IFP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
288
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
297287
Registered since
February 15, 2019

Firm profile

FINTRX

Overview

IFP Securities, LLC is organized as a limited liability company and is classified as an independent broker‑dealer. The firm is SEC‑registered (registration date listed as 2019) and its ownership is reported as a combination of a domestic entity and an individual. Public disclosures about the firm's specific business lines, advisory services, client segments, and affiliations are minimal in the source data. The snapshot data indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, pension consultant, related adviser, or multi‑state adviser. Those flags suggest IFP Securities functions principally in a broker‑dealer capacity rather than as an SEC‑registered asset manager deploying discretionary capital.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 19
  • ERIC DONNER

    President and CEOCRD 1633713

  • GARY HOLCOMBE

    Founder and CEOCRD 1132608

  • WILLIAM HAMM

    Chief Executive OfficerCRD 1227713

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Contacts

3 of 269
  • MICHAEL CONNOLLY

    AdministratorCRD 5351681

  • Ryan Pyle

    AdvisorCRD 8163556

  • Gabriel Garcia

    Associate Financial RepresentativeCRD 7887326

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
3030 N Rocky Point Dr W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth