Ia Network, LLC

Ia Network, LLC (CRD# 319096) is a financial advisory firm headquartered in Charlotte, NC. They manage $161,259,875 in 542 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
7401 Carmel Executive Park Drive, Suite 115, Charlotte, NC 28226
https://www.facebook.com/uptownpartnersadvisory/
By the Numbers
  • Total Assets Under Management
    161
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $297,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, LA, NC, NY, SC

Financial Advisors at Ia Network, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jody Beene Smith, financial advisor Charlotte NC
Jody L. Beene Smith
CRD#: 5633958
7401 Carmel Executive Park Drive, Suite 115, Charlotte, NC 28226

Jody Beene Smith (CRD# 5633958) is an Investment Advisor Representative working at Ia Network, LLC in Charlotte, NC and has over 14 years of experience in the finance industry.

2
Samuel McNinch, financial advisor Mount Pleasant SC
Samuel S. McNinch
CRD#: 1319783
Mount Pleasant, SC

Samuel McNinch (CRD# 1319783) is an Investment Advisor Representative working at Ia Network, LLC in Mount Pleasant, SC and has over 39 years of experience in the finance industry.

3
Robert Schaff, financial advisor Charlotte NC
Robert D. Schaff
CRD#: 5427456
7401 Carmel Executive Park Drive, Suite 115, Charlotte, NC 28226

Robert Schaff (CRD# 5427456) is an Investment Advisor Representative working at Ia Network, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.

4
Charles Stockham, financial advisor Charlotte NC
Charles E. Stockham
CRD#: 1450631
7401 Carmel Executive Park Drive, Suite 115, Charlotte, NC 28226

Charles Stockham (CRD# 1450631) is an Investment Advisor Representative working at Ia Network, LLC in Charlotte, NC and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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