Ips Advisors

Ips Advisors (CRD# 172840) is a financial advisory firm headquartered in Dallas, TX. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NC, TX

Financial Advisors at Ips Advisors
Showing 1 - 4 of 4 top financial advisors.
1
James K. Smith
CRD#: 2390006
10000 N. Central Expressway, Suite 1100, Dallas, TX 75231
96
Wealthminder
score

James Smith (CRD# 2390006) is an Investment Advisor Representative working at Ips Advisors in Dallas, TX and has over 23 years of experience in the finance industry.

2
Stephen W. Wingard
CRD#: 2746603
10000 N. Central Expressway, Suite 1100, Dallas, TX 75231
93
Wealthminder
score

Stephen Wingard (CRD# 2746603) is an Investment Advisor Representative working at Ips Advisors in Dallas, TX and has over 20 years of experience in the finance industry.

3
Tammy L. Woodman
CRD#: 6327875
10000 N. Central Expressway, Suite 1100, Dallas, TX 75231
76
Wealthminder
score

Tammy Woodman (CRD# 6327875) is an Investment Advisor Representative working at Ips Advisors in Dallas, TX and has over 2 years of experience in the finance industry.

4
Timothy C. Thurston
CRD#: 1704102
10000 N. Central Expressway, Suite 1100, Dallas, TX 75231
73
Wealthminder
score

Timothy Thurston (CRD# 1704102) is an Investment Advisor Representative working at Ips Advisors in Dallas, TX and has over 14 years of experience in the finance industry.

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