Ip Financial Advisory Services LLC
Ip Financial Advisory Services LLC (CRD# 305772) is a financial advisory firm headquartered in Charlotte, NC. They manage $296,950,627 in 2,290 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management297MILLION
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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
Thomas Adolph (CRD# 4005957) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 24 years of experience in the finance industry.
Rodney Amicone (CRD# 5554298) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Palm Harbor, FL and has over 15 years of experience in the finance industry.
Daniel Beech (CRD# 6169844) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 10 years of experience in the finance industry.
Aaron Berman (CRD# 3086639) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Miami, FL and has over 23 years of experience in the finance industry.
Melvin Brooks (CRD# 1386481) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 38 years of experience in the finance industry.
Theodore Brooks (CRD# 2628214) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in North Haven, CT and has over 27 years of experience in the finance industry.
Michael Byers (CRD# 3093171) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Greensburg, PA and has over 25 years of experience in the finance industry.
Chase Carlin (CRD# 5862834) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Saltlake City, UT and has over 12 years of experience in the finance industry.
David Chandler (CRD# 5273942) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Glenn Davidow (CRD# 1009265) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 19 years of experience in the finance industry.