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
Scott Olson (CRD# 711256) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 43 years of experience in the finance industry.
Malik Pearson (CRD# 2549637) 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.
Trever Peterson (CRD# 4989342) 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.
Roman Petryszyn (CRD# 2095397) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Henderson, NV and has over 33 years of experience in the finance industry.
Stuart Petty (CRD# 6583189) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Dale Pope (CRD# 1128816) 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.
David Reo (CRD# 2113425) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Rensselaer, NY and has over 32 years of experience in the finance industry.
Zachary Rioux (CRD# 6279126) 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.
Jacquelyn Robinson (CRD# 1721233) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Bolivar, PA and has over 28 years of experience in the finance industry.
Carlos Romero (CRD# 2468255) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.