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IP FINANCIAL ADVISORY SERVICES LLC
IP FINANCIAL ADVISORY SERVICES LLC
CHARLOTTE, North Carolina
·
8 registered advisors
·
CRD# 305772
SEC# 801-117481
28
980-326-3335
01
Firm Overview
AUM
$297M
Regulatory assets under management
Employees
92
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RECURRING FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IP FINANCIAL ADVISORY SERVICES LLC
8 registered advisors
Anthony Mcdonald Lawrence
CHARLOTTE, North Carolina
CRD# 5887200
Ashton Michelle Lawrence
CHARLOTTE, North Carolina
CRD# 6440034
Donald Paul Lee
CHARLOTTE, North Carolina
CRD# 1174842
Kelly Ann King
CHARLOTTE, North Carolina
CRD# 7838497
Lei Jiao
CHARLOTTE, North Carolina
CRD# 6407162
Parth Bhaskarbhai Patel
CHARLOTTE, North Carolina
CRD# 7290863
Qian Zheng
CHARLOTTE, North Carolina
CRD# 7160408
Thomas Joseph Vorenberg
CHARLOTTE, North Carolina
CRD# 1589190
05
Office Locations
CHARLOTTE, North Carolina
8 advisors
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Data sourced from SEC Form ADV filings. IP FINANCIAL ADVISORY SERVICES LLC (CRD# 305772) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.