IFP Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
285
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's ownership is listed as a combination of a domestic entity and individual ownership, and its profile indicates the business is focused on broker-dealer activities rather than serving as a capital allocator. Available data does not list advisory, fee, or client-segmentation details. The firm is not identified as an active ESG investor, is not classified as a multi-state adviser, and is not designated as a pension consultant or a newly formed adviser.

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 266
  • 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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