Matthew G Buckman

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 → 09/2017
  Northwestern Mutual
  Orlando, FL
• 12/2017 → 02/2018
  Raymond James And Associates
  Orlando, FL
• 12/2021 → Present
  Ifp Securities Llc
  Tampa, FL
• 12/2021 → Present
  Independent Financial Partners
  Tampa, FL
• 04/2018 → 12/2021
  Raymond James And Associates
  Orlando, FL
• 02/2018 → 12/2021
  Raymond James And Associates
  Orlando, FL

Previous Registrations

• 2018-04-19 → 2021-12-22
  Raymond James & Associates, Inc.
  Orlando, FL

Other Businesses

(1) Crump Life Insurance Services, investment related, 4135 North Front Street, Harrisburg, PA 17110, 3rd party insurance marketing organization for life insurance, disability income insurance, Long Term Care, annuities. Agent, 2/17/2022, 1 hr/mo, 1 hr/mo during trading hours, sales and service of life insurance, disability income insurance, and long term care. (2) Alpha Capital Group - investment related - 950 Deerwood Loop, Longwood, FL 32779 - investment advisory DBA - owner - start date Sep 1, 2021 - 160 hours/month -160 during trading hours - owner of advisory DBA

Exams

• S66 Uniform Combined State Law Examination
  2018-04-17

Other Names

• Matthew G Buckman
• Matthew Grant Buckman