PN
CFA
PN
CFA

Peter Nunley

12 Years of Experience
Tampa, FL
1 DisclosureBroker

Peter Nunley is a CFA-designated registered investment advisor, based in Tampa, FL, with 12 years of industry experience.

Location

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

Get directions

History

Regulatory History (1)
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.
Criminal
June 2004
Final Disposition
Other Business Activities

Peter is a financial advisor with IFP Advisors, LLC, managing discretionary advisory accounts. He also engages in real estate rental, serves as a trustee, is a board member for a condo association, and works as a driver for Uber and Lyft, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
May 2016 - May 2019 · 3 yrs
State Registrations1 state
FL
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.
Peter Nunley - Financial Advisor | TrueAdvisor