Judith BelsheCRD Number: 1399264
Current Firm: Ipi Wealth Management, Inc.
Judith Belshe (CRD# 1399264) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Saint Louis, MO and has over 32 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|William J. Conway & Company, Inc.||St Louis, MO||Oct 1976 - Current||41|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management1,102MILLIONS
Total Number of Accounts7,241ACCOUNTS
Average Account Value$152,198
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV