David Scott Littrell

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

• 08/2015 → 10/2022
  Edward Jones
  St Louis, MO
• 10/2022 → 01/2023
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → 08/2024
  Howard Bailey Securities Llc
  Mishawaka, IN
• 11/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 11/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2023-02-10 → 2024-08-05
  Howard Bailey Securities, Llc
  Fort Wayne, IN
  Mishawaka, IN
• 2022-11-01 → 2023-02-15
  Equitable Advisors, Llc
  Carmel, IN
  South Bend, IN
• 2015-12-10 → 2022-11-03
  Edward Jones
  South Bend, IN
  South Bend, IN
  St Louis, MO
  Nappanee, IN
  Bremen, IN

Other Businesses

(1) AFLAC, Inc - not investment related - 1932 Wynnton Rd. Columbus, GA 31999 - fixed insurance - agent - start date Feb. 2, 2004 - I am a former Aflac Agent and no longer producing. I do receive residual income, or trails, from policies that I sold and are still in-force. (2) Generations Wealth Advisors - investment related - 12400 Bittersweet Commons Blvd - DBA - employee - start date 11/4/2024 - 170 hours/month - 140 hours/month during trading - Advisor Admin

Exams

• S66 Uniform Combined State Law Examination
  2015-10-17

Other Names

• David Scott Littrell