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Five Indie FAs Join IFP Platform

February 8, 2019

Integrated Financial Partners has added five independent financial advisors to its network, according to news reports.

In Carlsbad, Calif., IFP has added Brad Tedrick, president of Vantedge, and Jeremy Gottlieb, president and CEO of Gottlieb Wealth Management, FA magazine writes. They bring $80 million and $100 million respectively, according to the publication.

In Louisville, Ky., IFP has added Brian Dawahare and Jay Dortch of FSG, who collectively oversee $160 million, FA magazine writes.

In addition, IFP has brought on Saleah Hewitt, managing director of InvestEd Consulting, which has offices in Charleston, S.C. and La Jolla, Calif., according to the publication. Hewitt manages $53 million, FA magazine writes.

Waltham, Mass.-based IFP, founded in 1996, now has 127 advisors working out of 36 regional offices across the country, according to the publication.

LPL Financial had acquired IFP from Lincoln Financial Advisors in 2016.

But IFP left LPL’s hybrid RIA platform last April, and just received Finra approval to launch its own broker-dealer, as reported.

IFP also revealed last month that it’s received financial backing from Pacific Current Group and NexBank, and is offering an up to 15% stake of it its equity to new advisors.

By Alex Padalka
  • To read the FA Magazine article cited in this story, click here.