George Albert Cattat

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 05/2019
  Lpl Financial, Llc
  Palm Harbor, FL
• 01/2016 → Present
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  South Lake, TX

Previous Registrations

• 2013-02-26 → 2014-10-03
  Strategic Advisers Llc
  Tampa, FL
  Clearwater, FL

Other Businesses

(1) 12/17/2014: Four Oaks Financial - DBA - Investment Related - 180 State St, Ste 225, Southlake, TX 76092 - Start 12/15/2014 - 100% Time Spent (2) Alliance Credit Union – investment related – 5120 Golden Triangle Blvd, Fort Worth, TX 76244 – financial services DBA – consultant – start date May 14, 2026 – 32 hours/month (32 during trading hours) – provides financial services to credit union clients (3) I Belong - not investment related - 1821 ELDORADO DR GARLAND TX 75042-4208 - 501c3 - board member - start date Sep 1, 2025 - 3 hours/month - I will run financials and keep track of the finances for the president and take on the Treasurer role to be able to file for a 501c3 status. I do not plan to be part of the day-to-day money movements just monitor the expenses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-25
• S63 Uniform Securities Agent State Law Examination
  2000-05-11