Peter David Nunley

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

• 04/2013 → Present
  Independent Financial Partners
  Tampa, FL
• 12/2015 → 05/2019
  Lpl Financial, Llc
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Tampa, FL

Other Businesses

(1) IFP Advisors, LLC - DBA for my advisory business; Investment Related; 3030 N Rocky Point Drive West, Suite 700 Tampa, FL 33607; Started 12/16/2015; Financial Advisor; Hours devoted to business: 3 hours per month, 3 during securities trading hours; I manage discretionary advisory accounts for individuals. (2) Fords Landing Condo Association, Inc - Real Estate Rental; Investment Related; 3010 West Mason St, Suite C Tampa, FL 33629; Started: 01/01/2015; 3 Hr/Mo; 0 Hours During Securities Trading; Renting an additional room in my primary residence. (3) Trustee of Karen M. Nunley Trust; Not Investment related; 3010 W Mason St, Ste C, Tampa, FL 33629; Trustee for the Karen M. Nunley's Trust. I will continue to hold and distribute the trust property according to the terms of the Karen M. Nunley Trust Agreement; start 11/21/19; Spend 0 hours. (4) Ford's Landing Condominium Association; Condo Association; Not Investment Related; 3010 West Mason St, Tampa, FL 33629; Board Member; Vice President of the Condo Association. Meet once a year to discuss matters related to the condo and then email one another in the interim; Start 6/1/2020; 1 hr/mo, 0 during trading. (5) Uber Technologies; Not Investment Related; 1455 Market Street #400 San Francisco, CA 94103; Driver; 10 hrs/mo; 0 during trading. (6) Lyft Driver; Not Investment Related; 185 Berry Street #5000 San Francisco, CA 94103; Driver; 10 hrs/mo; 0 during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-21

Designations

• Chartered Financial Analyst

Other Names

• Peter Nunley