Meet Leah, our latest addition to the Compliance Team! We are excited to have her on board! ??
Independent Financial Partners (IFP)
金融服务
Tampa，FL 8,473 位关注者
We aim to build the greatest network of financial professionals who can count on us to uplift & support their practices.
关于我们
Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. At IFP, everything we do is with the financial professionals and their clients in mind. Our team of experienced professionals is committed to providing superior service and support personalized to each individual’s needs. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.
- 网站
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https://linktr.ee/ifpartners
Independent Financial Partners (IFP)的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Tampa，FL
- 类型
- 私人持股
- 创立
- 2019
- 领域
- independent financial advisor、wealth management、financial planning、retirement plan consulting、broker-dealer、ria、registered investment advisor和financial advisor
地点
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主要
获取路线
3030 North Rocky Point Drive W #700
US，FL，Tampa，33607-7200
Independent Financial Partners (IFP)员工
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Dan Mageras, CFP?
CERTIFIED FINANCIAL PLANNER ? at Independent Financial Partners (IFP)
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Dan Overbey
Divisional President | IFP Institutional Services
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Jeffery Acheson, CPWA? CFP? CPFA? AIF?, CEPA? NQPA? CAPP?
A Certified Private Wealth Advisor focused on helping successful lawyers and lobbyists protect their income and assets from creditors, predators…
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Cuong "Ken" Nguyen
Associate, Compensation
动态
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Big News! IFP has just ranked as a top 30 independent broker-dealer in the U.S., achieving record-breaking growth. Five years after launching our own broker-dealer, we continue to empower advisors with open-architecture solutions and a flexible platform tailored to their needs. With a commitment to independence and innovation, IFP is set to close 2024 strong, with nearly $15 billion in assets under advisement and a growing team of advisors. https://lnkd.in/eqFmN_HA
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As a financial advisor, building your personal brand is key to standing out in a crowded field. It’s all about showing your unique value, gaining trust, and connecting with the right clients who resonate with your approach. . . . #personalbrand #financialadvisor #financialadvisors
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Ready to elevate your advisory business? Let’s discuss how IFP can help you achieve your goals. . . . #financialadvisor #financialadvisors #wealthmanagment #brokerdealer
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Before venturing into the financial industry, Lindsay Vogt played a pivotal role as the Manager of an Oncology practice, where she assisted cancer patients in receiving medical grants for their treatment. Her experience in this compassionate and challenging field has equipped her with a deep sense of dedication, which she now brings to her role at IFP! ?? . . . #employeeengagement #employeespotlight #lifeatifp #brokerdealer
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With IFP, transitioning is seamless. Let’s talk about how we can make your move to independence a reality. . . . #financialadvisor #financialadvisors #wealthmanagement
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Maintaining an online presence is key for advisors targeting Gen Z and Millennial clients. ?? Given their digital reliance, a strong online presence: ?? Boosts visibility ?? Builds credibility and accessibility ?? Establishes trust and engagement. ?? Showcases expertise ?? Adapts to communication trends ?? Caters to younger generations' preference for digital interaction . . . #FinancialAdvisor #WealthManagement #financialadvisormarketing #brokerdealer
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