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Kevin Manning

33 Years of Experience
Tampa, FL
3 DisclosuresBrokerSells Insurance

Kevin Manning is a registered investment advisor, based in Tampa, FL, with 33 years of industry experience.

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
August 2021
Judgment / Lien
May 2013
Criminal
January 1974
Final Disposition
Other Business ActivitiesSells Insurance

Kevin is a registered investment advisor doing business as Independent Financial Partners, spending about 10-20% of his time on financial planning and investment advice. He also sells non-variable insurance products, including fixed life, long-term care, and health insurance, dedicating about 10% of his time to this activity. Additionally, Kevin sells real estate with Coldwell Banker Realty, spending about 30 hours per month.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
LPL Financial LLC
September 2013 - November 2013 · 2 mos
LPL Financial LLCBroker
September 2009 - May 2019 · 9 yrs 8 mos
Mutual Service CorporationBroker
September 2008 - September 2009 · 1 yr
New England SecuritiesBroker
July 2001 - October 2008 · 7 yrs 3 mos
New England Securities Corporation
July 2001 - October 2008 · 7 yrs 3 mos
Sunamerica Securities, INC.Broker
January 1998 - August 2001 · 3 yrs 7 mos
Princor Financial Services CorporationBroker
May 1992 - January 1998 · 5 yrs 8 mos
State Registrations3 states
FLNCTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Manning - Financial Advisor | TrueAdvisor