Stephen Meuris is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 22 years of industry experience. Stephen 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
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns a rental property attached to his home, dedicating minimal time to it. He also provides financial planning and investment management services through Rockwood Wealth Management, spending minimal time on this activity outside of securities trading hours.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLC
Ifp Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Newport Coast Securities, INC.Broker
Empire Securities CorporationBroker
Atel Securities CorporationBroker
Robertson Stephens, INC.Broker
Gt Global, INC.Broker
State Registrations1 state
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.