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
Marla Press (CRD# 2242923) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
Larry Sanders (CRD# 6031142) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 11 years of experience in the finance industry.
Charles Schad (CRD# 4161012) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Godley, IL and has over 24 years of experience in the finance industry.
Michael Sharpe (CRD# 2217080) 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.
Paul Wharf (CRD# 2140507) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Louis Woodbeck (CRD# 7353842) 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.
Zaven Yarumian (CRD# 1124759) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Natick, MA and has over 11 years of experience in the finance industry.
Robin Runco (CRD# 2249156) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Charlotte, NC and has over 31 years of experience in the finance industry.