Ip Financial Advisory Services LLC

Firm record

As recorded in SEC IAPD

Firm CRD

305772

SEC number

801-117481

Firm type

RIA

Assets under management

$481.4M as of Jun 30, 2026

Website

www.ipfinancialservicesllc.com ↗

Phone

980-326-3335

Address

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

Advisors at this firm

129 in our index · page 1 of 3

• Rodney William AmiconeCRD 5554298 · Palm Harbor, FL
  IA RegisteredBroker
• Deborah Claire AnselmoCRD 2640872 · Baton Rouge, LA
  IA RegisteredBroker
• Thomas John AdolphCRD 4005957 · Kalispell, MT
  IA RegisteredBroker
• James Martin BenjamsonCRD 1161623 · Battle Ground, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Melvin Dale BrooksCRD 1386481 · Crown Point, IN
  IA RegisteredBroker
• Mario BrownCRD 7541223 · Charlotte, NC
  IA RegisteredBroker
• Michael BalchCRD 1242048 · Chicago, IL
  IA RegisteredBroker
• Michael BarrowsCRD 2933260 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Keith BeechCRD 6169844 · Oak Park, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew BenetCRD 6098017 · Garnerville, NY
  IA RegisteredBroker
• Aaron Andrew BermanCRD 3086639 · Miami, FL
  IA RegisteredBroker
• David BlockCRD 2318504 · New York, NY
  IA RegisteredBroker
• Theodore Leonard BrooksCRD 2628214 · North Haven, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Francis ByersCRD 3093171 · Greensburg, PA
  IA RegisteredBroker
• Chase John CarlinCRD 5862834 · Salt Lake City, UT
  IA RegisteredBroker
• Steven Michael CatanzaroCRD 1609777 · Lynchburg, VA
  IA RegisteredBroker
• Rakael Boozer CarrCRD 8029929 · Odenton, MD
  IA RegisteredBroker
• David Patrick ChandlerCRD 5273942 · Henderson, NV
  IA RegisteredBroker
• Harrison Chi ChangCRD 4183646 · Laguna Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Lowell ChildersCRD 2175772 · West Des Moines, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brian CvetkovskiCRD 6217657 · Farmington Hills, MI
  IA RegisteredBroker
• Glenn Robert DavidowCRD 1009265 · Woodland Hills, CA
  IA RegisteredBroker
• Guy B DeemerCRD 2504584 · Venetia, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Edward Allen DiazCRD 4901889 · Phoenix, AZ
  IA RegisteredBroker
• Todd Michael DonofrioCRD 3109766 · Fort Myers, FL
  IA RegisteredBroker
• John A DoranCRD 2387518 · Middleburg Heights, OH
  IA RegisteredBroker
• Emily Anne DeconciniCRD 7247365 · Parma Heights, OH
  IA RegisteredBroker
• Bruce Michael DevoogdCRD 4800573 · Katy, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Martha DelgadoCRD 7694736 · Ross, CA
  IA RegisteredBroker
• Luis Manuel EspinozaCRD 4474528 · Riverside, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alberto EsparzaCRD 4107024 · Charlotte, NC
  IA RegisteredBroker
• Edward Santo FinocchiaroCRD 1361250 · Marshfield, MA
  IA RegisteredBroker
• Timothy Patrick FlanaganCRD 2406878 · Cumberland, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Wuyang FuCRD 6235954 · San Diego, CA
  IA RegisteredBroker
• William FungCRD 3134506 · Cupertino, CA
  IA Registered
• Andrew Clayton FifieldCRD 7343880 · Byron Center, MI
  IA RegisteredBroker
• Carl Vincent GottusoCRD 1015679 · Corona, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Donald GraffyCRD 1245500 · Homer Glen, IL
  IA RegisteredBroker
• Michael Jerome GrantCRD 4468407 · Panama City, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Lee GreinerCRD 5762805 · Reno, NV
  IA RegisteredBroker
• Dhruv Pershad GuptaCRD 2671099 · Reno, NV
  IA RegisteredBroker
• Robert Leroy GardnerCRD 2131726 · Greenville, SC
  IA Registered
  Disclosure event(s) on record
• Logan Preston GarretsonCRD 7983570 · Moorpark, CA
  IA Registered
• Jeri Margolis GlazerCRD 719333 · Huntersville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Michael HayesCRD 5005639 · Dunedin, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Anthony W Hinds-FritzCRD 5458218 · Syracuse, NY
  IA RegisteredBroker
• Steven Ari HoffmanCRD 6255397 · Sunnyvale, CA
  IA RegisteredBroker
• Charles Edward HowellCRD 4757297 · Hollywood, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Milton HarrisCRD 2574172 · Dallas, TX
  IA RegisteredBroker
• Earl David HensleyCRD 1304915 · Ashville, NC
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.