Shale LappingCRD 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.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Ipex, Inc.||Plymouth, MI||Jan 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
Total Assets Under Management1,270MILLIONS
Total Number of Accounts45ACCOUNTS
Average Account Value$28,229,653
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)