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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 21, 2017
    • $5.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $175.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

383

name start date
Edward Joseph Vinette
February 2010
Larry R. Awbrey,CFP®,CIMA®,AIF®
August 2018
Janet Barr, MS, ChFC, CLU
August 2012
Ryan Louis Miller
May 2011
Barry Scott Green
March 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Ifp Insurance Group -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Eugene Hamm Chief Executive Officer August, 1995 50% to 75%
      Karen L. Hamm Senior Vice President September, 2014 50% to 75%
      Christopher Alex Cokinis Chief Compliance Officer September, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other