IFP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
281
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 operates as an independent broker-dealer. The firm registered with the SEC in 2019. Ownership is reported to include both a domestic entity and an individual. The dataset does not describe advisory programs, fee schedules, or a client demographic; instead, available attributes indicate the firm functions primarily in broker-dealer capacities rather than as an investment-management or capital-allocation platform. Regulatory and service flags in the profile show that IFP Securities is not classified as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The firm is also not identified as an active ESG investor.

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
  • 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 262
  • 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