David A. Strayer

IFP SECURITIES

TAMPA, FL 33607

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CRD#: 3024588

Professional summary

David Allen Strayer, who also goes by David Allen Strayer, is a registered financial professional currently at IFP SECURITIES, LLC located in Tampa, Florida.

David is registered as a RR (Registered Representative) and started their career in finance in 1998. David has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Allen Strayer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Allen Strayer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 10, 2022 - Present

IFP SECURITIES, LLC

Office #1: 3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607

CRD#: 297287

TAMPA, FL

Past

March 10, 2020 - December 18, 2020

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BOCA RATON, FL

Past

November 11, 2005 - February 3, 2020

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

GRANDVIEW HEIGHTS, OH

Past

December 5, 2000 - September 20, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

April 20, 2000 - December 31, 2000

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

June 5, 1998 - October 21, 1998

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/1/2023)

Ohio
(1/9/2023)

Exams

State Security Law Exam

Series 63

Date: 7/15/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/5/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

IFP SECURITIES, LLC

CRD#: 297287 / SEC#: , 8-70150

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607

Mailing Address

3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607

Phone number

(813) 341-0960

Established

Delaware since 06/08/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
IFP GROUP, LLC	OWNER
ACHESON, JEFFERY ALLEN	CHIEF BUSINESS DEVELOPMENT OFFICER	706698
GILMAN, AARON LEE	CHIEF INVESTMENT OFFICER	5611425
HAMM, WILLIAM CHRISTOPHER	PRESIDENT, CHIEF OPERATING OFFICER	5814331
HAMM, WILLIAM EUGENE JR	CHIEF EXECUTIVE OFFICER AND CHAIRPERSON OF THE BOARD OF DIRECTORS	1227713
JOHNSON, TORIAN	CHIEF COMPLIANCE OFFICER	5363604
MEJIA, OSCAR MIGUEL	FINOP	5569235

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David A. Strayer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view David Allen Strayer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE SECURITIES, LLC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/15/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/27/1998

Series 24

Date: 12/5/2011

FINRA

Current Firm

IFP SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

IFP SECURITIES, LLC

TRUST BUT VERIFY

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