Unclaimed Profile

Aaron Lee Gilman

IFP ADVISORS, LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 66CFP CFAClean record17 years registeredIFP ADVISORS, LLC

3030 NORTH ROCKY POINT DRIVE WEST, TAMPA, FL 33607CRD# 5611425Firm CRD# 125112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Lee Gilman · TAMPA, FL

Registration

CRD #5611425 · IFP ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

Jul 2011 – present

KOSS-OLINGER CONSULTING, LLC.

Apr 2009 – Jul 2011

GAINESVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 2, 2009

Years registered · 17

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFP ADVISORS, LLC

CRD 125112 · SEC 801-69511

AUM

$9.8B

Regulatory assets under management

Employees

267

37,391 client accounts

Services offered by IFP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Lee Gilman offer?

Aaron Lee Gilman specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Aaron Lee Gilman's credentials?

Aaron Lee Gilman holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Lee Gilman located?

Aaron Lee Gilman is based in TAMPA, Florida, working with IFP ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Aaron Lee Gilman charge for services?

Aaron Lee Gilman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFP ADVISORS, LLC?

IFP ADVISORS, LLC has approximately 267 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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