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
David Block (CRD# 2318504) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in New York, NY and has over 31 years of experience in the finance industry.
Steven Catanzaro (CRD# 1609777) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Clifton Park, NY and has over 36 years of experience in the finance industry.
Christopher Childers (CRD# 2175772) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Brian Cvetkovski (CRD# 6217657) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Shelby Township, MI and has over 10 years of experience in the finance industry.
Anthony Guggino (CRD# 231693) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Paul Hayes (CRD# 5005639) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Dunedin, FL and has over 3 years of experience in the finance industry.
John James (CRD# 4542630) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Upper Marlboro, MD and has over 2 years of experience in the finance industry.
Brian Kurtich (CRD# 7642895) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Franklin, PA and has 1 year of experience in the finance industry.
Yingqi Linghu (CRD# 6814433) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Irvine, CA and has over 6 years of experience in the finance industry.
Aron Marcinkoski (CRD# 3122957) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 3 years of experience in the finance industry.