Deborah Grodecki (CRD# 2395951) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 30 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ip Financial Advisory Services, LLC | Charlotte, NC | Mar 2021 - Current | 3 |
| Innovation Partners, LLC | Charlotte, NC | Mar 2021 - Current | 3 |
| Premier Travelers | Houston, TX | Jan 2017 - Aug 2022 | 5 |
| Royal Alliance Associates Inc. | Houston, TX | Jan 2021 - Feb 2021 | < 1 |
| Cetera Advisors | Denver, CO | Dec 2018 - Jul 2020 | 1 |
| Hebert Financial Services | Conroe, TX | Oct 2017 - Jul 2020 | 2 |
| Questar Capital Corporation | Minneapolis, MN | Oct 2017 - Dec 2018 | 1 |
| Wfg Inc. | Dallas, TX | Jan 2017 - Sep 2017 | < 1 |
| Wfga | Dallas, TX | Jan 2017 - Sep 2017 | < 1 |
| Kestra Investments Services, LLC | Austin, TX | Jun 2016 - Nov 2016 | < 1 |
| Unemployed | Houston, TX | May 2016 - May 2016 | < 1 |
| Clarity Financial, LLC | Houston, TX | Nov 2015 - Apr 2016 | < 1 |
| Unemployed | Houston, TX | Jun 2015 - Oct 2015 | < 1 |
| Trippon Wealth Management | Houston, TX | May 2015 - May 2015 | < 1 |
| E*trade Capital Management, LLC | Houston, TX | Mar 2013 - Apr 2015 | 2 |
| E*trade Securities LLC | Houston, TX | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2000 |
- TX
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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