AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LH

Leah Colleen Hopper

IFP SECURITIES
TAMPA, FL
·CRD# 6202411·12 years experience

Professional Summary

Leah Colleen Hopper, who also goes by Leah Colleen Schubel, is a registered financial advisor currently at IFP SECURITIES, LLC located in Tampa, Florida. Leah is registered as a RR (Registered Representative) and started their career in finance in 2013. Leah has worked at 3 firms and has passed the Series 63, SIE, Series 50, Series 7, Series 52 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Leah Colleen Schubel

Blog Corner

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
View profile
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

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.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

Years of Experience

12 years in the financial services industry

Current & Past Employments

IFP SECURITIES, LLC·CRD# 297287
BD
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607
October 21, 2024 - Present
ALPS DISTRIBUTORS, INC.·CRD# 16853
BD
Richmond, VA
August 6, 2019 - August 30, 2024
DAVENPORT & COMPANY LLC·CRD# 1588
BD
Richmond, VA
December 19, 2013 - July 9, 2019

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

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

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(10/21/2024)
RR
Virginia
(10/21/2024)

Exams

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

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2015About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed Jan 2017About the Series 50 exam

Series 7 — General Securities Representative Examination

Passed Apr 2014About the Series 7 exam

Series 52 — Municipal Securities Representative Examination

Passed Dec 2013About the Series 52 exam

Series 24 — General Securities Principal Examination

Passed Mar 2023About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Leah Colleen Hopper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Kyle Klatt
Kyle Klatt

CALTON & ASSOCIATES, INC.

TAMPA, FL · CRD#
Spiros Vassilakos
Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

Tarpon Springs, FL · CRD#
Gustavo Anthony Delgado Alicea
Gustavo Anthony Delgado Alicea

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Brandon, FL · CRD#
AB
Andrea Leigh Baase

J.W. COLE FINANCIAL, INC.

TAMPA, FL · CRD#
LH
Follow Leah
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required