Charles Bryan Tutt

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

• 07/2016 → 05/2019
  Lpl Financial, Llc
  Edmond, OK
• 07/2016 → Present
  Independent Financial Partners
  Edmond, OK
• 05/2019 → Present
  Ifp Securities, Llc
  Edmond, OK

Previous Registrations

• 2011-02-01 → 2016-07-22
  Cetera Wealth Services, Llc
  Edmond, OK
  Dallas, TX
• 2000-01-11 → 2011-02-04
  Signator Investors, Inc.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

(1_ 07/21/2016 - CHARLES TUTT/ NON-VARIABLE INSURANCE/ 1%/ EDMOND, OK (2) 07/21/2016 - Lifemore FINANCIAL GROUP/ DBA - 100%/ EDMOND, OK (3) 07/21/2016 - TORTUGA HOLDINGS, LLC/ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ 1%/ EDMOND, OK (4) 4/27/2017 - Lifemore Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/10/2017 - 160 Hours Per Month/30 Hours During Securities Trading. (5) 10/12/2017 - Lifemore Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/02/2017 - 150 Hours Per Month/130 Hours During Securities Trading. (6)Tree 869. LLC; Investment Related; 869 E 33rd St, Edmond, OK 73013; Real Estate, LLC will own building and lease space to the advisors. Owner and Manager of the LLC; Start 9/5/2019; Les that 5 hr/mo.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-23
• S63 Uniform Securities Agent State Law Examination
  1998-06-17

Designations

• Certified Financial Planner