Maggie Ryan Gilheney
Professional Summary
Maggie Ryan Gilheney, who also goes by Maggie Gilheney, is a registered financial advisor currently at IFP SECURITIES, LLC located in Tampa, Florida. Maggie is registered as a RR (Registered Representative) and started their career in finance in 2024. Maggie has worked at 2 firms and has passed the Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Maggie Gilheney
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
IFP SECURITIES, LLC
Contact Information
Main Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607Mailing Address
3030 North Rocky Point Drive West, Suite 700, Tampa, FL 33607Phone Number
(813) 341-0960Established
Delaware since 06/08/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| IFP GROUP, LLC | OWNER | — |
| ACHESON, JEFFERY ALLEN | CHIEF STRATEGY & GROWTH OFFICER | 706698 |
| GILMAN, AARON LEE | CHIEF INVESTMENT OFFICER | 5611425 |
| HAMM, WILLIAM CHRISTOPHER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 5814331 |
| HAMM, WILLIAM EUGENE JR | EXECUTIVE CHAIRMAN OF THE BOARD OF DIRECTORS | 1227713 |
| JOHNSON, TORIAN | CHIEF COMPLIANCE OFFICER | 5363604 |
| MEJIA, OSCAR MIGUEL | FINOP & CHIEF OPERATING OFFICER | 5569235 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/5/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2024About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Maggie Ryan Gilheney's CRS (Customer Relationship Summary).
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