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
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.
Paul Rowe (CRD# 4920793) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Woodland Park, CO and has over 17 years of experience in the finance industry.
Jeffrey Scrimenti (CRD# 1451945) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 37 years of experience in the finance industry.
Donald Silberman (CRD# 1879867) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Williston, FL and has over 21 years of experience in the finance industry.
Roger Slayton (CRD# 1065344) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 41 years of experience in the finance industry.
Lynn Smeraldo (CRD# 1884870) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 32 years of experience in the finance industry.
James Spann (CRD# 2291402) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Ooltewah, TN and has over 25 years of experience in the finance industry.
Gregory Swoverland (CRD# 4411747) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Michael Thomas (CRD# 2231234) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Mission Viejo, CA and has over 31 years of experience in the finance industry.
Stephen Trask (CRD# 1837307) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Mechanicsburg, PA and has over 35 years of experience in the finance industry.