George Syme

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

• 06/2013 → 05/2019
  Lpl Financial Llc
  San Diego, CA
• 06/2013 → Present
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Tampa, FL

Previous Registrations

• 2008-05-08 → 2013-07-02
  Ameriprise Financial Services, Llc
  Orlando, FL
• 2008-03-12 → 2008-03-27
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

(1) SYME FINANCIAL SERVICES DBA - INVESTMENT RELATED - FINANCIAL ADVISOR SERVICES - 777 FORTUNELLA CIR SW VERO BEACH, FL 32968 - PROVIDING INVESTMENT AND FINANCIAL SERVICES TO CLIENTS - OWNER/FINANCIAL ADVISOR - AFFILIATED WITH INDEPENDENT FINANCIAL PARTNERS - START 06/04/2013 - 120 HOURS PER MONTH - 4 HOURS DURING TRADING HOURS /25% (2) Rotary eClub One, District 5450 - not investment related - https://www.rotaryeclubone.org/ - Rotary is a charitable organization and has many clubs around the world that meet in person - This eclub meets online and has no physical address or phone number. The members are situated truly all over the world. They have asked me to join the board of directors and act as Foundation Chair. Rotary has a huge international foundation dedicated to helping people all over the world. My role is to support, inform, and educate our members on the Rotary Foundation's role and how our club will support the foundation. The role does not require the handling of funds nor will I be involved in any financial activity or decisions of any kind. - Board Member - start date - January 1, 2025 - start date January 17, 2025 - 8 hours/month - Communicate the role and activities of The Rotary Foundation to club members and ask the members to support the Foundation. Coordinate Foundation activities with other club activities. (3) George Syme - not investment related - 1820 Tatnall Square - voice-over services - Consultant - start date Feb. 3, 2025 - 9 hours/month - Provide recorded voice services

Exams

• S66 Uniform Combined State Law Examination
  2008-03-10
• S63 Uniform Securities Agent State Law Examination
  2007-07-24