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Trey Woodrum

Independent Financial Partners

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About Trey Woodrum

Trey Woodrum is a financial advisor at Independent Financial Partners. Trey has been in the financial industry since July 20, 2016 and has a series 66, series 7 and SIE license. Trey has been a registered advisor in Arkansas, Connecticut, Louisiana and Texas since April 2023. Trey specializes in investment advisory, retirement planning, financial planning, and portfolio management for individuals. Trey's office is located at 5432 Provine Place in Alexendria, Louisiana.

Firm Information

Trey Woodrum 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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Trey Woodrum’s Registration & Firm History

FL

04/14/2023 - Present

Independent Financial Partners (TAMPA FL)

LA

07/21/2016 - 04/04/2023

EDWARD JONES (BALL LA)

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Licenses & Designations

BOTH

Issued 09/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trey Woodrum.
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