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Yacoub Odeh Snober

Independent Financial Partners

Jacksonville, FL

CRD 3199708

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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 2009-05-26
  • FL RA
    APPROVED
    Since 2009-05-26

Branch Locations

3508 Cardinal Point Drive, Jacksonville, FL 32257 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Jacksonville FL 09/2009 05/2019
Independent Financial Partners Jacksonville FL 05/2009 Present
Ifp Securities, Llc Jacksonville FL 05/2019 Present
Previous Registrations
Other Businesses

1. 9/20/2010: REGISTERED INVESTMENT ADVISOR ­ INDEPENDENT FINANCIAL PARTNERS ­ FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANICIAL CONSULTING. ­ (HYBRID) INDEPENDENT FINANCIAL PARTNERS ­ 95% OF TIME SPENT ­ JACKSONVILLE, FL. 2. 9/17/2013: DBA ONLY ­ ACUMEN CAPITAL GROUP, INC. ­ JACKSONVILLE, FL. 3. 11/14/2013: REGISTERED INVESTMENT ADVISOR DBA ­ INDEPENDENT FINANCIAL PARTNERS ­ DBA OF RIA, SAME AS SECURITIES DBA ­ HYBRID­ACUMEN CAPITAL GROUP, INC. ­ JACKSONVILLE, FL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-07-28
  • S66 Uniform Combined State Law Examination
    1999-07-28
Other Names
  • Jack O. Snober
  • Yacoub O. Snober

View on SEC IAPD

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