IFP Securities, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
283
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

IFP Securities, LLC is a limited liability company registered with the SEC in 2019 that operates as an independent broker-dealer. The firm is owned by a domestic entity/individual and is not identified in the FINTRX dataset as a capital allocator or as a registered investment adviser. FINTRX also flags that the firm is not a multi-state adviser and does not position itself as an active ESG investor, pension consultant, or related adviser. The available information does not detail specific advisory or portfolio-management activities, fee structures, client segments, or product shelf, which aligns with the profile of a broker-dealer that supports financial professionals rather than reporting retail AUM or advisory mandates publicly.

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
  • Eric Donner

    Eric Donner

    President and CEOCRD 1633713

  • Gary Holcombe

    Gary Holcombe

    Founder and CEOCRD 1132608

  • William Hamm

    William Hamm

    Chief Executive OfficerCRD 1227713

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Contacts

3 of 264
  • Ryan Pyle

    Ryan Pyle

    AdvisorCRD 8163556

  • Richard Bopp

    Richard Bopp

    Financial AdvisorCRD 4503525

  • Matthew Gredys

    Matthew Gredys

    Vice PresidentCRD 6172177

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

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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