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).
-
Total Assets Under Management297MILLION
-
Total Number of Accounts2,290ACCOUNTS
-
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
Tracey Dean (CRD# 4824667) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Salt Lake City, UT and has over 19 years of experience in the finance industry.
Bruce Devoogd (CRD# 4800573) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Todd Donofrio (CRD# 3109766) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
Brian Engle (CRD# 6001341) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 7 years of experience in the finance industry.
Luis Espinoza (CRD# 4474528) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Riverside, CA and has over 22 years of experience in the finance industry.
Timothy Flanagan (CRD# 2406878) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Cumberland, RI and has over 30 years of experience in the finance industry.
Carl Gottuso (CRD# 1015679) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
Paul Graffy (CRD# 1245500) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 40 years of experience in the finance industry.
Matthew Greiner (CRD# 5762805) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 14 years of experience in the finance industry.
Deborah Grodecki (CRD# 2395951) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 30 years of experience in the finance industry.