Unclaimed Profile

Karla Mae Ransdell

IPC PRIVATE WEALTH PARTNERS, LLC·BOCA RATON, Florida

SIE, Series 7, Series 9, Series 10, Series 63, Series 65Clean record29 years registeredIPC PRIVATE WEALTH PARTNERS, LLC

5002 T-REX AVENUE,, BOCA RATON, FL 33431CRD# 2434376Firm CRD# 284726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karla Mae Ransdell · BOCA RATON, FL

Registration

CRD #2434376 · IPC PRIVATE WEALTH PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Aug 2018 – present

IPC PRIVATE WEALTH PARTNERS, LLC

Sep 2016 – Nov 2017

BOCA RATON, FL

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Jun 2016 – Sep 2016

BOCA RATON, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 1997 – Nov 2014

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · July 25, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPC PRIVATE WEALTH PARTNERS, LLC

CRD 284726 · SEC 801-108178

AUM

$5M

Regulatory assets under management

Employees

23 client accounts

Services offered by IPC PRIVATE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IPC PRIVATE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Karla Mae Ransdell offer?

Karla Mae Ransdell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Karla Mae Ransdell's credentials?

Karla Mae Ransdell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karla Mae Ransdell located?

Karla Mae Ransdell is based in BOCA RATON, Florida, working with IPC PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Karla Mae Ransdell charge for services?

Karla Mae Ransdell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IPC PRIVATE WEALTH PARTNERS, LLC?

IPC PRIVATE WEALTH PARTNERS, LLC has approximately 3 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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