IB
IB

Ian Beckmann

Tampa, FL
BrokerSells Insurance

Ian Beckmann is a registered investment advisor, based in Tampa, FL.

Location

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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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

Ian works as a financial consultant for Florida Financial Advisors, a registered investment advisor, dedicating full-time hours. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
October 2025 - Present · 7 mos
Florida Financial Advisors, LLC
April 2025 - Present · 1 yr 1 mo
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.
Ian Beckmann - Financial Advisor | TrueAdvisor