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Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Our firm`s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that`s designed to build better client experiences. Securities offered through IFP Securities, LLC, member SIPC www.SIPC.org. Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Adviser.
Forge is a leading provider of marketplace infrastructure, data services and technology solutions for private market participants. By combining world-class trading technology and operating expertise, Forge Markets enables private company shareholders to trade private company shares with accredited investors. Forge Company Solutions, Forge Data and Forge Trust along with Forge Markets help provide additional transparency, access and solutions that companies, institutional and accredited investors need to confidently navigate and efficiently transact in the private markets. Securities-related services are offered through Forge Securities LLC (“Forge Securities”), a wholly-owned subsidiary of Forge. Forge Securities is a registered Broker Dealer and Member of FINRA/SIPC, an alternative trading system.
North Carolina Mutual Life Insurance is one of the leading companies in Financial Services industry. North Carolina Mutual Life Insurance is based in Durham, NC. You can find more information on North Carolina Mutual Life Insurance at www.ncmutuallife.com
Orange County`s Credit Union is a Santa Ana-based financial services provider established in 1938 with more than 120,000 Members and over $2 billion in assets. As a not-for-profit financial services provider, Orange County`s Credit Union is owned by Members, not shareholders, which means its profits are returned to Members in the form of fewer fees, lower loan rates, and enhanced products and services.
WAFRA Investment Group is a New York, NY-based company in the Financial Services sector.