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Ronald Allen Guiler

Independent Financial Partners

Miami, FL

CRD 1024920

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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:

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2006-12-20
  • FL RA
    APPROVED
    Since 2006-12-20

Branch Locations

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Executax Corp Miami FL 12/1972 Present
Independent Financial Partners Miami FL 12/2006 Present
Lpl Financial, Llc Miami FL 09/2009 05/2019
Ifp Securities, Llc Miami FL 05/2019 Present
  • 12/1972 → Present
    Executax Corp
    Miami, FL
  • 12/2006 → Present
    Miami, FL
  • 09/2009 → 05/2019
    Lpl Financial, Llc
    Miami, FL
  • 05/2019 → Present
    Ifp Securities, Llc
    Miami, FL
Previous Registrations
  • 2003-09-15 → 2007-01-03
    Mutual Service Corporation
    Boston, MA
    Miami, FL
Other Businesses

1. 9/18/2009 - EXECUTAX FINANCIAL - INV REL - AT REPORTED LOCATION - DBA 2. 03/17/2014 - EXECUTAX CORP. - TAX PREP / ACCOUNTING / BOOKKEEPING - 75% TIME SPENT - PRESIDENT - ACCOUNTING AND TAX PREPARATION - PRESIDENT, DIRECTOR,SOLE SHAREHOLDER. I DO EVERYTHING - 75% TIME SPENT 3. 07/24/2015 - EXECUTAX CORP - NOT INV REL - 10101 SW 98 AVENUE, MIAMI, FL 33176 - NOTARY - START 07/23/2015 - 1 HOUR PER MONTH - USE NOTARY AS PART OF EXECUTAX CORP- ACCOUNTING AND TAX. 4. 12/12/2016 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/28/2016 - 2 Hours Per Month During Securities Trading. 5. 7/24/2017 - Executax Corp. - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/EA - President, CEO - Started 03/01/72 - 12 Hours Per Month/6 Hours During Securities Trading.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-10-24
  • S63 Uniform Securities Agent State Law Examination
    1983-10-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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