Unclaimed Profile

Stephen Philip Gift

IFS GROUP, LLC·MECHANICSBURG, Pennsylvania

SIE, Series 6, Series 63Clean record2 years registeredIFS GROUP, LLC

1205 MANOR DRIVE, MECHANICSBURG, PA 17055CRD# 2087854Firm CRD# 328774

Profile Verification

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

Identity

Stephen Philip Gift · MECHANICSBURG, PA

Registration

CRD #2087854 · IFS GROUP, LLC · 2 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IFS GROUP, LLC

LPL FINANCIAL LLC

Aug 2023 – Jan 2024

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · August 17, 2023

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFS GROUP, LLC

CRD 328774 · SEC 801-129581

AUM

$200M

Regulatory assets under management

Employees

290 client accounts

Services offered by IFS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IFS GROUP, LLC →

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MECHANICSBURG?

Browse all registered financial advisors in MECHANICSBURG, Pennsylvania or claim this profile if it's yours.

Browse MECHANICSBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Philip Gift offer?

Stephen Philip Gift specializes in Financial Planning, Investment Management.

What are Stephen Philip Gift's credentials?

Stephen Philip Gift is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Philip Gift located?

Stephen Philip Gift is based in MECHANICSBURG, Pennsylvania, last registered with IFS GROUP, LLC.

How does Stephen Philip Gift charge for services?

Stephen Philip Gift's firm is compensated through percentage of aum, hourly charges, other: wrap fee program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFS GROUP, LLC?

IFS GROUP, LLC has approximately 7 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →