Scott Anthony Lanza

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

• 01/2005 → 05/2019
  Lpl Financial Llc
  Boca Raton, FL
• 03/2019 → Present
  Independent Financial Partners
  Boca Raton, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Boca Raton, FL

Previous Registrations

• 2005-01-28 → 2019-04-22
  Lpl Financial Llc
  Lighthouse Point, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
• 1998-07-20 → 2004-12-10
  Southtrust Securities, Llc
  Ft. Lauderdale, FL

Other Businesses

(1) 3/23/2006 - ACT IN A FIDUCIARY CAPACITY - NANCY LANZA TRUST - I AM GRANDSON TO PEGGY CUMMINS, WHO PASSED AWAY IN 2000. UPON HER DEATH HER ASSETS FLOWED INTO A RESIDUARY TRUST FOR MY MOTHER, NANCY LANZA, IN WHICH MYSELF AND MY SISTER ARE TRUSTEES. - TIME SPENT 1%. (2) 10/10/2012 - Lighthouse Point Financial - INV REL - Business Entity For Tax/Investment Purposes Only - NO TIME SPENT - ID# 42100. Ammending from DBA to Accounting purposes only. (3) 02/05/2016 * NO BUSINESS NAME * Real Estate Rental * NOT INV REL * 800 W Las Olas Blvd Ft. Lauderdale, FL 33312 * START 01/01/2012 * 1 HR/MO NOT DURING SECS TRDG HRS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-27
• S65 Uniform Investment Adviser Law Examination
  1996-01-15

Designations

• Certified Financial Planner

Other Names

• Scott Anthony Lanza