John Francis Tubridy

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

• 09/2009 → 05/2019
  Lpl Financial, Llc
  Rochester, NY
• 03/2011 → Present
  Independent Financial Partners
  Rochester, NY

Other Businesses

1. 11/25/2009 - NON-VARIABLE INSURANCE - BOND FINANCIAL NETWORK, INC. - INSURANCE BROKER - HEALTH INSURANCE AND EMPLOYEE BENEFITS FOR AREA SMALL BUSINESSES. - I ARRANGE BUSINESS APPOINTMENTS. - TIME SPENT 1% - ROCHESTER, NY. 2. 11/25/2009 - NON-VARIABLE INSURANCE - MASS MUTUAL - BROKER FOR THEIR DISABILITY AND LIFE INSURANCE PRODUCTS. - TIME SPENT 2% - ROCHESTER, NY. 3. 11/25/2009 - NON-VARIABLE INSURANCE - KAFL, INC. - TERM LIFE INSURANCE - INSURANCE BROKER - SOURCE FOR TERM LIFE INSURANCE AND LONG TERM CARE INSURANCE - HELP CLIENTS WITH SELECTION OF THE AMOUNT AND TYPE OF LIFE INSURANCE NEEDED. - TIME SPENT 1% - ROCHESTER, NY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-21
• S63 Uniform Securities Agent State Law Examination
  1986-07-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant