Daniel Paul Mageras

Current Employers

Employment History

• 07/2011 → 05/2019
  Lpl Financial Llc
  St. Petersburg, FL
• 07/2011 → Present
  Independent Financial Partners
  St. Petersburg, FL
• 05/2019 → Present
  Ifp Securities, Llc
  St Petersburg, FL

Previous Registrations

• 2000-08-03 → 2011-07-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

(1) 02/01/2012: INDEPENDENT FINANCIAL PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) MAGERAS FINANCIAL PLANNING, INC - 80% OF TIME SPENT - INVESTMENT ADVISOR REPRESENTATIVE (2) 03/26/2013: ADVOCATE CONSULTING GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - INS TYPE: GROUP (3) 07/13/2015: IFP INSURANCE GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 06/29/2015 - 20 HR/MO ALL DURING SECS TRDG HRS - AGENT. INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (4) 07/16/2015: IFP - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID)RETIREMENT DRIVEN - START 05/29/2015 - 20 HR/MO ALL DURING SECS TRDG HRS - INVESTMENT ADVISER REPRESENTATIVE (5) 12/26/2017 - Mageras Financial Planning, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 12/22/2017 - 20 Hours Per Month /20 Hours During Trading - Advisor will serve as an Investment Advisor Representative under the Independent Financial Partners RIA. Activities may include financial planning, rendering investment advice for a fee, or other related financial consulting. (6) St. Petersburg Museum of History; Non-Investment related; 335 2nd Ave NE, St Petersburg, FL 33701; Non-Profit 501(s)(3); Board Member; Trustees are responsible for policies and financial support of the museum. 3 year terms. Trustees volunteer or chair in standing exhibit or event committees. Start 7/1/20; 4 hrs/mo, 0 during trading. (7) Asset Marketing Solutions - Agent - Investment Related - 13500 Evening Creek Drive, N, Suite 550, San Diego, CA 92128 - sales and servicing of fixed life insurance and annuities - start 5/2/2022 - 20 hrs/mo, 10 hrs/mo during trading hours. (8) - AFEA (American Financial Education Alliance) - not investment related - 349 Copperfield Blvd NE STE-L #106 Concord, NC 28025 - marketing - volunteer - start date Aug. 6, 2024 - 11 hours/month - 5 hours/month during trading - I will be responsible for teaching a two hour, free, financial education class. This was initially rejected because "in order to avoid any conflicts of interest, no one-on-ones and no advertising of your business at all are permitted." After a discussion with IFP compliance and AFEA CEO I will not be conducting the free one-on-one educational meetings post-presentation.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-06

Designations

Other Names

• Dan Mageras
• Daniel Paul Mageras