DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Tampa, FL 33558
813-474-9885
About SITREP Financial
At SITREP Financial, we bring a mission-driven mindset to financial services. Founded by a seasoned veteran with extensive financial leadership, we combine discipline, integrity, and precision to help you navigate financial complexities with clarity and confidence.
See Disclosures
General Information
Firm Start Year
2025
CRD#
7287628
Firm CRD#
125112
Name of Broker/Dealer
IFP Securities, LLC
States Licensed in
FL, LA, GA, TN, NJ
Years of Experience in Financial Services
5
Number of Years with Current Firm
5
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 24, Series 7
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Commissions
Fee % Based on Assets
1
Education
MBA -
LSU
01/01/2015 -12/01/2018
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892941/financialadvisor-SITREP-Financial-detailed-disclosure.html
Disclaimer
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SITREP Financial are not affiliated.