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Gary T Welden

CRD# 4522302·Registered 2002 - 2023
Previously Registered: Being a previously registered professional could mean that Gary is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gary T Welden, who also goes by Gary Tinsley Welden, was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 2002 - 2023. Gary had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary Tinsley Welden

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

IFP SECURITIES, LLC·CRD# 297287
BD
Newnan, GA
May 22, 2019 - November 10, 2023
INDEPENDENT FINANCIAL PARTNERS·CRD# 125112
RIA
Newnan, GA
October 25, 2011 - November 10, 2023
LPL FINANCIAL LLC·CRD# 6413
RIA
Newnan, GA
January 24, 2005 - December 21, 2011
LPL FINANCIAL LLC·CRD# 6413
BD
Newnan, GA
June 30, 2004 - May 23, 2019
EDWARD JONES·CRD# 250
BD
St. Louis, MO
June 4, 2002 - June 16, 2004

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Current Firm

IS
IFP SECURITIES, LLC

IFP SECURITIES, LLC

CRD#: 297287 / SEC#: 8-70150
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

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

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
IFP GROUP, LLCOWNER—
ACHESON, JEFFERY ALLENCHIEF STRATEGY & GROWTH OFFICER706698
GILMAN, AARON LEECHIEF INVESTMENT OFFICER5611425
HAMM, WILLIAM CHRISTOPHERPRESIDENT & CHIEF EXECUTIVE OFFICER5814331
HAMM, WILLIAM EUGENE JREXECUTIVE CHAIRMAN OF THE BOARD OF DIRECTORS1227713
JOHNSON, TORIANCHIEF COMPLIANCE OFFICER5363604
MEJIA, OSCAR MIGUELFINOP & CHIEF OPERATING OFFICER5569235

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) 10/27/2004: WELDEN FINANCIAL SERVICES INC. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s)
(2) 01/12/2009: Newnan Kiwanis Club - Community, Civic and Charitable Board - Not Investment Related - 1% Time Spent
(3) 12/26/2012: Welden Financial Services - DBA - Investment Related - At Reported Business Location(s)
(4) 02/25/2014: Newnan First United Methodist Church Henry Kitchens SS Class Scholarship Committee - Community, Civic and Charitable Board - Not Investment Related - No Time Spent
(5) 04/25/2014: Independent Financial Partners - Registered Investment Advisor DBA - DBA: Welden Financial Services - Investment Related - At Reported Business Location(s) - 30% Time Spent
(6) 08/17/2016: Independent Financial Partners - Registered Investment Advisor DBA - DBA: (HYBRID) Welden Financial - Investment Related - 75 Jackson St Bldg. 100, Newnan, Georgia 30263 - Start 08/10/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading
(7) 10/28/2016: Welden Financial - DBA - Investment Related - 38 Spring St Newnan Ga 30263 - Start 08/17/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading
(8) 11/7/2016: 38 sp, LLC - Investment Related - 38 Spring Street, Newnan, Georgia - Real Estate Rental - Start 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading.
(9) Newnan Coweta Friends; not investment related; 77 Cole Street, Newnan GA 30263; Real Estate; Limited Partner; start date 3/19/2023; 1 hr/month; I am not an investor in the property. I am a non-family member of the LLC and have no duties or responsibilities for the operations of the LLC

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2002About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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