Manuel Ricardo Alicea

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

• 03/2012 → 04/2019
  Lpl Financial
  Tampa, FL
• 04/2012 → Present
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Tampa, FL

Previous Registrations

• 2008-02-29 → 2012-04-02
  Edward Jones
  Tampa, FL
  Tampa, FL
  Oldsmar, FL
  St Louis, MO

Other Businesses

1. 03/30/2012: DBA ONLY - OAK FINANCIAL GROUP - TAMPA, FL. 2. 01/14/2015 - IFP INSURANCE GROUP - NON-VARIABLE INSURANCE - AGENT OFFERING LIFE, HEALTH, DISABILITY, LONG-TERM CARE, AND FIXED ANNUITIES. - TIME SPENT 2 HOURS PER MONTH - TAMPA, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-02-07

Other Names

• Manny Alicea