Shale Lapping, financial advisor Plymouth MI
96 score

Shale Lapping

CRD Number: 1956060
Current Firm: Ipex, Inc.

Shale Lapping (CRD# 1956060) is an Investment Advisor Representative working at Ipex, Inc. in Plymouth, MI and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ipex, Inc. Plymouth, MI Jan 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination Jan 1995
Contact Info for Shale P. Lapping
Phone Number: 734-451-0777
Firm Website: http://www.ipexusa.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,270
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $28,229,653
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

MI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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