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Ruth Ann Burgess

IFC HOLDINGS, INC.·TAMPA, Florida
SIE, Series 7, Series 8, Series 24, Series 63, Series 65Clean record27 years registeredIFC HOLDINGS, INC.
12750 CITRUS PARK LANE, TAMPA, FL 33625CRD# 1438745Firm CRD# 12984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ruth Ann Burgess · TAMPA, FL
Registration
CRD #1438745 · IFC HOLDINGS, INC. · 27 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: IFC HOLDINGS, INC.
INVEST FINANCIAL CORPORATION
Mar 1999 – Sep 2016
TAMPA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
Series 65
Registration record
First registered · March 26, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
IFC HOLDINGS, INC.
CRD 12984 · SEC 801-56411
Employees
20
Total firm employees
Services offered by IFC HOLDINGS, INC.
Per Form ADV
Other
View all advisors at IFC HOLDINGS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Ruth Ann Burgess offer?
Ruth Ann Burgess is a registered financial advisor in TAMPA, Florida.
What are Ruth Ann Burgess's credentials?
Ruth Ann Burgess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ruth Ann Burgess located?
Ruth Ann Burgess is based in TAMPA, Florida, last registered with IFC HOLDINGS, INC..
How does Ruth Ann Burgess charge for services?
Ruth Ann Burgess's firm is compensated through other: no longer providing investment advisory services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IFC HOLDINGS, INC.?
IFC HOLDINGS, INC. has approximately 20 employees. The firm is registered with the SEC as an investment adviser.
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Mark Cronin Ettinger
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