Unclaimed Profile

Shale Philip Lapping

IPEX, INC.·PLYMOUTH, Michigan

Series 7, Series 24, Series 63, Series 65Clean record18 years registeredIPEX, INC.

156 WEST LIBERTY STREET, PLYMOUTH, MI 48170-1315CRD# 1956060Firm CRD# 124337

Profile Verification

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

Identity

Shale Philip Lapping · PLYMOUTH, MI

Registration

CRD #1956060 · IPEX, INC. · 18 years registered

Brand Profile

Not yet started

Career History

IPEX, INC.

Jan 2008 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 30, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IPEX, INC.

CRD 124337 · SEC 801-71851

AUM

$2.0B

Regulatory assets under management

Employees

50 client accounts

Services offered by IPEX, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at IPEX, INC. →

Introduction

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Frequently Asked Questions

What services does Shale Philip Lapping offer?

Shale Philip Lapping specializes in Investment Management, Wealth Management. Contact their office in PLYMOUTH, Michigan for a consultation.

What are Shale Philip Lapping's credentials?

Shale Philip Lapping is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shale Philip Lapping located?

Shale Philip Lapping is based in PLYMOUTH, Michigan, working with IPEX, INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Shale Philip Lapping charge for services?

Shale Philip Lapping'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 IPEX, INC.?

IPEX, INC. has approximately 3 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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