About RadiantVest
RadiantVest has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support RadiantVest needs. In turn, this allows RadiantVest to give clients like you the service they deserve.
IFP fully supports advisor independence, allowing RadiantVest to take advantage of the many services they offer while putting your interests above all else. Were also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.
Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm's independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that's designed to build better client experiences.
See Disclosures
General Information
Firm Start Year
1995
No. of Employees
100-499
CRD#
4851069
Firm CRD#
125112
Insurance License#
E136533
Name of Broker/Dealer
IFP Securities, LLC
Name of Custodial Firm
Pershing LLC, Charles Schwab, Fidelity
States Licensed in
FL, TX, TN
Years of Experience in Financial Services
19
Number of Years with Current Firm
12
Work Experience
Prior to affiliating with IFP (2019 to present) and creating his RadiantVest brand, Jerry was at IFP and LPL Financial from 2012-2019. From 2005-2012, Jerry was affiliated with AIG VALIC and VALIC Financial Advisors. He obtained his securities licenses with Amerprise Financial Advisors in 2004.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Health, Variable Annuity, Life
Firm Information
Assets Managed by Firm
$11,000,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets, Commissions, Flat Fee
Additional Details on Charges
Percentage fee based of assets under management, flat fee, and commission
Education
Bachelor of Arts - Biology
The University of Texas
1991 -1995
Business Administration -
The University of Houston
1996 -1998
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892019/financialplanners-RadiantVest-detailed-disclosure.html