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Kevin Peter Dolphin

Independent Financial Partners

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About Kevin Peter Dolphin

Kevin Dolphin is a financial advisor registered with Independent Financial Partners. Kevin has been in the financial industry for over 20 years. Kevin is licensed in Iowa, Pennsylvania, and Texas. Kevin provides financial planning, pension consulting, and educational seminars. Kevin also provides investment advice for individuals.

Firm Information

Kevin Dolphin 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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other

Percentage of assets under advisement

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Kevin Dolphin’s Registration & Firm History

FL

12/01/2020 - Present

Independent Financial Partners (TAMPA FL)

IA

06/23/2014 - 12/17/2020

AVANTAX INVESTMENT SERVICES, INC. (Mason City IA)

IA

02/18/2002 - 07/07/2014

PARK AVENUE SECURITIES LLC (MASON CITY IA)

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Licenses & Designations

IA

Issued 09/17/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Peter Dolphin.
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