Brendan Kelly
Brendan Kelly is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 33 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History (4)
Customer Dispute
October 2024Customer Dispute
September 2024Employment Separation After Allegations
April 2024Customer Dispute
October 2010Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Alera Investment Advisors, LLC
Triad Advisors LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cambridge Investment Research, INC.Broker
NFP Securities, INC.Broker
Investment Advisors & Consultants, INC.Broker
New England SecuritiesBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.