Richard Lee Bopp
Investment adviser representative at Independent Financial Partners
23 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Richard Lee Bopp? Claim your profile
Contact this firm
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
23 years in the industry.
- Independent Financial PartnersMay 2024 to now
- Ifp Securities, LLCMay 2024 to now
- Various Insurance CarriersMay 2003 to now
- Grove Point Advisors, LLCApr 2021 to Apr 2024
- Grove Point Investments, LLCApr 2021 to Apr 2024
- H. Beck, Inc.Jan 2009 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4503525
- Firm CRD
- 125112