William Parker Tuck
Investment adviser representative at Independent Financial Partners
13 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
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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
13 years in the industry.
- Independent Financial PartnersSep 2025 to now
- Ifp Securities, LLCSep 2025 to now
- Equitable Advisors, LLCJul 2023 to Sep 2025
- American Portfolios Financial Services IncMar 2023 to Jun 2023
- Equitable Advisors, LLCFeb 2023 to Mar 2023
- UnemployedOct 2022 to Jan 2023
- Burning Tree Country ClubJun 2022 to Oct 2022
- UnemployedNov 2021 to May 2022
- Burning Tree Country ClubJun 2021 to Oct 2021
- Maverick ManagementJun 2019 to Aug 2019
- Patio.comMay 2019 to Aug 2019
- Pelham Country ClubJun 2018 to Aug 2018
- Ithaca CollegeAug 2017 to May 2021
- Flint Park Day CampJun 2017 to Aug 2017
- Mamaroneck High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7700205
- Firm CRD
- 125112