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Disclosures

Disclosures for Independent Financial Partners

  • As a broker-dealer, we are a member of MSRB. Learn more at www.msrb.org.
  • Rule 606 – Order Disclosure
  • Business Continuity Plan
  • Is your broker considering changing firms? Download FINRA’s ‘Issues to consider when your broker changes firms’ disclosure document.
  • Privacy Policy
  • ADV 2A

Core Support

  • Compliance & Legal
  • Investment Platforms
  • Advisory Platform
  • Operations
  • Practice Management

Specialized Support

  • IFP Asset Management
  • IFP Design Group
  • IFP Insurance Group
  • IFP Institutional Services
  • IFP Plan Advisors
  • IFP Technology
  • Advisor X

About Us

  • Our Culture
  • Our Team
  • Cut The Wire

Join

  • Transitions
  • Get Started

Contact Us

3030 North Rocky Point Drive West, Suite 700 Tampa, FL 33607-7200

P: (813) 341-0960
F: (813) 288-0701
E: [email protected]

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© 2020 Independent Financial Partners

Learn more about our firm’s background and Investment Professionals on FINRA’s BrokerCheck

Securities offered through IFP Securities, LLC, member FINRA (http://www.finra.org/)/SIPC. Investment advice offered through IFP Advisors LLC, a registered investment adviser. IFP Securities, LLC and IFP Advisors, LLC are two separate entitles under common ownership, and Independent Financial Partners (IFP) is a dba for both entities.

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