JerryBulaclac- Financial Advisor Valrico, FL

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About Jerry Bulaclac

RadiantVest has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support RadiantVest needs. In turn, this allows RadiantVest to give clients like you the service they deserve.

IFP fully supports advisor independence, allowing RadiantVest to take advantage of the many services they offer while putting your interests above all else. Were also able to leverage their network of financial advisors and subject matter experts from across the nation to address even the most complex needs of our clients.

Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Their firm's independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that's designed to build better client experiences.

See Disclosures

General Information

Firm Start Year

1995

No. of Employees

100-499

CRD#

4851069

Firm CRD#

125112

Insurance License#

E136533

Name of Broker/Dealer

IFP Securities, LLC

Name of Custodial Firm

Pershing LLC, Charles Schwab, Fidelity

States Licensed in

FL, TX, TN

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Prior to affiliating with IFP (2019 to present) and creating his RadiantVest brand, Jerry was at IFP and LPL Financial from 2012-2019. From 2005-2012, Jerry was affiliated with AIG VALIC and VALIC Financial Advisors. He obtained his securities licenses with Amerprise Financial Advisors in 2004.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Health, Variable Annuity, Life

Firm Information

Assets Managed by Firm

$11,000,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Commissions, Flat Fee

Additional Details on Charges

Percentage fee based of assets under management, flat fee, and commission

Education

Bachelor of Arts - Biology

The University of Texas
1991 -1995

Business Administration -

The University of Houston
1996 -1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892019/paladinregistry-RadiantVest-detailed-disclosure.html

Disclaimer

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and RadiantVest are not affiliated.

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Jerry Bulaclac

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