Unclaimed Profile

Michael Charles Mccord

IFP ADVISORS, INC.·TAMPA, Florida

SIE, Series 6, Series 7, Series 24, Series 63CFPClean record22 years registeredIFP ADVISORS, INC.

3030 NORTH ROCKY POINT DR. WEST, TAMPA, FL 33607CRD# 1703853Firm CRD# 125112

Profile Verification

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

Identity

Michael Charles Mccord · TAMPA, FL

Registration

CRD #1703853 · IFP ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

IHT WEALTH MANAGEMENT LLC

Mar 2019 – present

INDEPENDENT FINANCIAL PARTNERS

Jan 2004 – Mar 2019

Land O Lakes, FL

WILLIAM E. HAMM & ASSOCIATES,INC

Jan 2004 – Dec 2005

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 8, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. 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 Michael Charles Mccord offer?

Michael Charles Mccord specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Michael Charles Mccord's credentials?

Michael Charles Mccord holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Charles Mccord located?

Michael Charles Mccord is based in TAMPA, Florida, working with IFP ADVISORS, INC.. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Michael Charles Mccord charge for services?

Michael Charles Mccord'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, INC.?

IFP ADVISORS, INC. 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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