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
James Madden (CRD# 2883455) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
Earl McCrary (CRD# 1226565) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Daytona Beach, FL and has over 40 years of experience in the finance industry.
Lonnie McLane (CRD# 2049875) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 33 years of experience in the finance industry.
Eric Medina (CRD# 1421224) 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.
Michael Millard (CRD# 711705) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Sioux Falls, SD and has over 14 years of experience in the finance industry.
Brian Mock (CRD# 4223858) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Peoria, AZ and has over 23 years of experience in the finance industry.
Jason Murray (CRD# 3091940) 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.
Celestine Njoku (CRD# 4662897) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Olahoma City, OK and has over 20 years of experience in the finance industry.
Guillermo Nodarse (CRD# 1004663) 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.
Daniel Odigie (CRD# 2134208) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 29 years of experience in the finance industry.