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William Hamm

Executive Chairman at Ifp Advisors

Investment adviser and broker registrationsTampa, FLSEC record checked 17 October 2026

42
Years in the industry
30
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

William Hamm is Executive Chairman of Ifp Advisors, LLC, a Tampa investment adviser managing $16.3B. William Hamm has been registered through Ifp Advisors since 6 June 1996, has 42 years in the industry across 2 firms and has passed 8 licensing exams.

Role at Ifp Advisors

Title on Schedule A
Executive Chairman
Control
William Hamm is a control person of Ifp Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
William Hamm has held the filed role since June 2026.

The firm

Ifp Advisors, LLC
Tampa, FL

Form ADV filed 30 September 2026

$16.3B AUM54,154 clients302 advisers173 offices

Career on record

William Hamm has been registered through Ifp Advisors since June 1996.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. LPL Financial LLC
    – · 2 years
    Tampa, FL · Adviser representative · Firm CRD 6413
  3. LPL Financial LLC
    – · 6 years
    Tampa, FL · Adviser representative · Firm CRD 6413
  4. Passed Series 24 · 2000
  5. Passed Series 65 and Series 7 · 1996
  6. Independent Financial PartnersCurrent
    – present · 30 years
    Tampa, FL · Adviser representative · Firm CRD 125112
  7. William E. Hamm & Associates,inc
    – · 10 years
    Tampa, FL · Adviser representative · Firm CRD 125112
  8. Passed Series 26 · 1988
  9. Passed Series 6, Series 22 and Series 63 · 1984

Registrations and exams

William Hamm has a current investment-adviser registration in Florida and has passed 8 qualifying exams.

Florida6 June 1996
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6511 January 1996
Name
Uniform Investment Adviser Law Examination
Series 6310 August 1984
Name
Uniform Securities Agent State Law Examination
Series 247 July 2000
Name
General Securities Principal Examination
Series 2621 April 1988
Name
Investment Company Products/Variable Contracts Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 729 July 1996
Name
General Securities Representative Examination
Series 2228 February 1984
Name
Direct Participation Programs Representative Examination
Series 615 February 1984
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
William Eugene Hamm
CRD
1227713
Firm
Ifp Advisors, LLC
Registration status
Investment adviser and broker registrations
Office
3030 NORTH ROCKY POINT DRIVE WEST, SUITE 700, Tampa, FL 33607
Firm bio
ifpartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Independent Financial Partners identifies William Hamm as Executive Chairman and lists CFA, CFP, and CLU credentials. Official firm biography

Credentials and memberships

Common questions

Where does William Hamm work?

William Hamm has been Executive Chairman of Ifp Advisors, LLC since June 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Is William Hamm a financial advisor?

Yes. William Hamm has a current investment-adviser registration in Florida, through Ifp Advisors since June 1996, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does William Hamm have?

William Hamm has worked in the financial industry for 42 years as of 17 October 2026, counted from 12 March 1984, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has William Hamm passed?

William Hamm has passed 8 licensing exams: the Series 6, Series 22, Series 63, Series 26, Series 65, Series 7, Series 24 and SIE. The earliest, the Series 6, was passed in February 1984.

Source: IAPD individual record, checked 17 October 2026

Where is William Hamm based?

William Hamm’s registered office is in Tampa, FL.

Source: IAPD individual record, checked 17 October 2026

Is William Hamm a CFP?

Ifp Advisors lists William Hamm with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.

Source: Official firm biography

Is William Hamm a CFA charterholder?

Ifp Advisors lists William Hamm with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at Ifp Advisors

Sources

  1. IAPD individual record, CRD 1227713. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ifp Advisors, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Ifp Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Hamm or Ifp Advisors, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.