Aaron Lee Gilman

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

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

Previous Registrations

• 2009-04-02 → 2011-07-07
  Koss-Olinger Consulting, Llc.
  Gainesville, FL

Other Businesses

1. 08/29/2016 : ­ MarketPsych Insights ­ Other ­ Software program development ­ Inv Rel ­ 801 S Grand Ave., Unit 1307, Los Angeles, CA, 90017 ­ Start 05/01/2016 ­ Partner of risk profile software program ­ 20 hrs/mo.; 0hrs during securities trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst