MA
MA

Manuel Alicea

18 Years of Experience
Tampa, FL
BrokerSells Insurance

Manuel Alicea is a registered investment advisor, based in Tampa, FL, with 18 years of industry experience.

Location

4102 West Linebaugh Avenue, Suite 200, Tampa, FL, 33624

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Manuel operates under the DBA Oak Financial Group since 2012. Since 2015, he has been an agent with IFP Insurance Group, offering life, health, disability, long-term care, and fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
March 2012 - May 2019 · 7 yrs 2 mos
Edward Jones
February 2008 - April 2012 · 4 yrs 2 mos
Edward JonesBroker
January 2008 - April 2012 · 4 yrs 3 mos
State Registrations6 states
FLMINCSCTXVA
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.