Jerry
Bulaclac
Independent Financial Partners
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About this Advisor
Jerry Bulaclac is a financial advisor based in Tampa, Florida, working with Independent Financial Partners. Jerry has previously held positions at Lpl Financial LLC, Independent Financial Partners, and Ifp Securities, LLC. Jerry has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Jerry is part of Independent Financial Partners, which operates out of Tampa, Florida. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$9,761,355,350
267
37,391
$261,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jerry Bulaclac Work History
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Jerry Bulaclac to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Jackson, MS
Jacksonville Beach, FL
Powell, OH
Tampa, FL
Tampa, FL
Jeffersonville, IN
Metairie, LA
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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