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Charles Bryan Tutt

Investment adviser representative at Independent Financial Partners
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Ifp Securities, LLCMay 2019 to now
  2. Independent Financial PartnersJul 2016 to now
  3. LPL Financial, LLCJul 2016 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (OK).

Independent Financial Partners

Legal name: Ifp Advisors, LLC

$16.3BAssets managed
54,154Clients
319Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3074098
Firm CRD
125112
Advisor's SEC record (opens in a new tab)
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