Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric John Zebrauskas

Independent Financial Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric John Zebrauskas

Eric Zebrauskas is an Investment Advisor Representative at Independent Financial Partners, a registered investment advisor located in Tampa, Florida. Eric is a registered representative in 18 states and also holds several licenses including Series 7, Series 6, Series 62, Series 63 and SIE. In addition to Eric's current role at Independent Financial Partners, Eric has also been a registered representative for other firms, including TCFG Wealth Management, LLC, Summit Brokerage Services, Inc. and Securities Service Network, Inc. Eric has over 20 years of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Eric is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Eric Zebrauskas is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets under advisement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Zebrauskas’s Registration & Firm History

FL

11/04/2021 - Present

Independent Financial Partners (TAMPA FL)

IN

06/25/2020 - 10/20/2021

TCFG WEALTH MANAGEMENT, LLC (Carmel IN)

IN

10/09/2018 - 06/14/2019

TCFG WEALTH MANAGEMENT, LLC (Carmel IN)

IN

04/26/2013 - 10/16/2018

SUMMIT BROKERAGE SERVICES, INC. (CARMEL IN)

IN

10/01/2012 - 04/15/2013

SECURITIES SERVICE NETWORK, INC. (CARMEL IN)

IN

11/09/2006 - 10/11/2012

PROEQUITIES, INC. (CARMEL IN)

IN

11/18/2003 - 11/09/2006

CFD INVESTMENTS, INC. (NOBLESVILLE IN)

MN

01/04/2002 - 11/18/2003

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

NY

08/22/2001 - 01/07/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

Not sure if Eric John Zebrauskas is right for you?

Licenses & Designations

IA

Issued 04/23/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/10/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Eric John Zebrauskas. Review regulatory record here.
Not sure if Eric John Zebrauskas is right for you?