IFP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
282
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 in FINTRX as an independent broker-dealer. The firm appears on SEC records beginning in 2019. Ownership is listed as a mix of a domestic entity and an individual. FINTRX flags that the firm is not a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. Other business or advisory activity details were not provided in the dataset.

Assets & Accounts

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
  • William Hamm

    William Hamm

    President, Chief Operating OfficerCRD 5814331

  • Jody Henley

    Jody Henley

    COOCRD 5836861

  • Andrew Keefer

    Andrew Keefer

    Partner, Chief Investment OfficerCRD 5270359

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Contacts

3 of 263
  • Peter Nunley

    Peter Nunley

    Director - Asset ManagementCRD 5678641

  • Thomas Alford

    Registered RepresentativeCRD 5698146

  • Preston Englund

    Preston Englund

    Founder & Financial AdvisorCRD 5744411

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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