Robert E Davis
Financial advisor at Ifp Advisors, Inc · Tampa, FL
Last updated 2026-10-10
Claim your profileRobert E Davis is a financial advisor at Ifp Advisors, Inc in Tampa, FL, CRD 5255982. Licenses and exams on the registration: Series 66. IAPD registration began 2009-12-16.
Registration
- CRD number
- 5255982
- Registration status
- Active
- IAPD registration
- 2009-12-16
- Industry Experience
- 16 years
- Work Experience
- 18 years
- States registered
- PA
Licenses and exams
- Series 66
Work history
- 2008-06 to 2024-10 · Realta Investment Advisors, Inc. · Wilmington, DE
- 2010-03 to 2024-10 · Realta Equities, Inc. · Cincinnati, OH
- 2024-10 to Present · Ifp Securities, LLC · Tampa, FL
- 2024-10 to Present · Independent Financial Partners · Tampa, FL
Current employment
- Independent Financial Partners · Tampa, FL
Ifp Advisors, Inc
- Regulatory AUM
- $16,291,865,537
- Registered advisors
- 318
- Offices
- 229
- Clients per advisor
- 170.3 (High)
- Average AUM per client
- $300.8K (Low)
- High-net-worth client ratio
- 33.6% (Moderate)
Ifp Advisors, Inc: advisors, services and reported ETF investments
About
Robert E Davis is a financial advisor at Independent Financial Partners, operating as Ifp Advisors, Inc in Tampa, FL. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 18 years of reported work history.
Ifp Advisors, Inc's firm-level Form ADV reports 318 advisors across 229 offices; approximately 170.3 clients per advisor, average assets per client of $300,843, and regulatory AUM of $16.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.
PortfolioFuture's firm-level 13F analysis covers $3.1B across 1,436 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert E Davis personally.
Reported ETF positions
Ifp Advisors reports 1,436 ETF positions worth $3.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $80M |
| VUG — Vanguard Morningstar Growth ETF | $64M |
| SPY — SPDR S&P 500 ETF TRUST | $57.4M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $55.6M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $46.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ifp Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $32.8M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $7M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $8.2M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ifp Advisors, Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
- Pension Consultant
Location
3030 North Rocky Point Drive West, Tampa, FL 33607
198 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 813-341-0960
- Website: cjkinvest.com
- Youtube
Official record
Are you Robert E Davis?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.