Kevin Dolphin is a registered investment advisor, based in Tampa, FL, with 24 years of industry experience.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin is a general partner in Dolphin Farms LLC, managing farmland rental activity, dedicating minimal time. He also owns Kevin Dolphin CPA, P.C., a CPA firm providing tax and accounting services, which takes nearly full-time, with a few hours per week during trading hours.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.