Our Supporters and Affiliations
Four Oaks Financial LLC is proud to be supported by Independent Financial Partners (IFP) in the effort to provide the best combination of services and programs to our clients.
Four Oaks Financial, LLC has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, marketing, business development, and operational support our firm needs. In turn, this allows us to give clients like you the service they deserve.
IFP fully supports financial professionals independence, allowing our firm to take advantage of the many services they offer while putting your interests above all else. We’re 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.
About Independent Financial Partners
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. Learn more about Independent Financial Partners by visiting their website, http://ifpartners.com.
About BNY Mellon’s Pershing
BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.
Four Oaks Financial LLC, and IFP are two separate and independent entities working together within a highly regulated framework. In the independent financial services arena, a financial professional has the ability to select those platforms, programs and services that he or she thinks are the most appropriate to meet the needs of his or her clients. Four Oaks Financial LLC has selected IFP to meet those needs.
Both entities (Four Oaks Financial LLC, and IFP are interwoven, allowing an advisor to tap into either business channel when deemed most appropriate. Through the use of state of the art technology and regulated relationships, the IFP infrastructure provides a seamless way to integrate all the offerings of an advisor’s practice.
What makes this hybrid and complex platform the preferred platform of Four Oaks Financial LLC is that it allows for the most independent, flexible, non-biased method of serving our clients’ needs. There are no proprietary products or sales quotas that have to be met, and we can select products and services for our clients objectively.
You are a client of Four Oaks Financial LLC, and we are committed to providing you with the highest level of service to address your financial needs. Our relationship with IFP gives us, in our opinion, the best opportunity to deliver on our commitment to you.