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
Sophearath Uoy (CRD# 6644420) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 5 years of experience in the finance industry.
Shawn Webb (CRD# 2509999) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Eagle, ID and has over 24 years of experience in the finance industry.
Steven White (CRD# 1022056) 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.
Timothy White (CRD# 2155480) 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.
William White (CRD# 731578) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Midlothian, VA and has over 42 years of experience in the finance industry.
James Winters (CRD# 1315829) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 39 years of experience in the finance industry.
Jonathan Wright (CRD# 6503672) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Aldie, VA and has over 8 years of experience in the finance industry.
Robert Young (CRD# 2467449) 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.
Kalomira Zangoulos (CRD# 4451124) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
Andrew Benet (CRD# 6098017) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Garnerville, NY and has over 11 years of experience in the finance industry.