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Parth Bhaskarbhai Patel

IP FINANCIAL ADVISORY SERVICES LLC·CHARLOTTE, North Carolina
Clean recordIP FINANCIAL ADVISORY SERVICES LLC
5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC 28210CRD# 7290863Firm CRD# 305772

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Parth Bhaskarbhai Patel · CHARLOTTE, NC
Registration
CRD #7290863 · IP FINANCIAL ADVISORY SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Parth Bhaskarbhai Patel is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with IP FINANCIAL ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
IP FINANCIAL ADVISORY SERVICES LLC
IP FINANCIAL ADVISORY SERVICES LLC
AUM
$297M
Regulatory assets under management
Employees
92
Total firm employees
View all advisors at IP FINANCIAL ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RECURRING FEES
Regulatory
SEC/IARD CRD# 7290863
Firm CRD# 305772
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Parth Bhaskarbhai Patel offer?
Parth Bhaskarbhai Patel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Parth Bhaskarbhai Patel's credentials?
Parth Bhaskarbhai Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parth Bhaskarbhai Patel located?
Parth Bhaskarbhai Patel is based in CHARLOTTE, North Carolina, working with IP FINANCIAL ADVISORY SERVICES LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Parth Bhaskarbhai Patel charge for services?
Parth Bhaskarbhai Patel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: recurring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IP FINANCIAL ADVISORY SERVICES LLC?
IP FINANCIAL ADVISORY SERVICES LLC has approximately 92 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IP FINANCIAL ADVISORY SERVICES LLC

Anthony Mcdonald Lawrence
CHARLOTTE, NC
Lei Jiao
CHARLOTTE, NC
Donald Paul Lee
CHARLOTTE, NC
Thomas Joseph Vorenberg
CHARLOTTE, NC
Ashton Michelle Lawrence
CHARLOTTE, NC
Kelly Ann King
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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