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 2 of 3

• Thomas Edward HessCRD 2813576 · Huntington Beach, CA
  IA RegisteredBroker
• Dustin HycheCRD 6235841 · Northport, AL
  IA RegisteredRegistration inactive
• Deana Carter IngallsCRD 2239742 · Rancho Santa Fe, CA
  IA RegisteredBroker
• Stace J JensenCRD 4122137 · No Lehi, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Arthur James JohnsonCRD 2510972 · Long Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Lewis JamesCRD 4542630 · Upper Marlboro, MD
  IA RegisteredBroker
• Jeffrey J JohnsonCRD 728593 · Rochester Hiills, MI
  IA RegisteredBroker
• Morris KaufmanCRD 2764464 · Media, PA
  IA RegisteredBroker
• Kevin Hiller KelleyCRD 1787674 · Johnston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian KurtichCRD 7642895 · Franklin, PA
  IA RegisteredBroker
• Scott LoneyCRD 6074146 · West Bloomfield, MI
  IA RegisteredBroker
• Kurt Joseph LawnCRD 3044518 · Absecon, NJ
  IA RegisteredBroker
• Juan Jose LewisCRD 4989816 · Westtown, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Yu Yeung LiCRD 4810955 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Yingqi LinghuCRD 6814433 · Irvine, CA
  IA RegisteredBroker
• Johnny Earl LynumCRD 8173139 · Leesburg, VA
  IA RegisteredBroker
• Vincent MallonCRD 5039515 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Aron Joseph MarcinkoskiCRD 3122957 · Miami Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Lonnie D MclaneCRD 2049875 · Lapeer, MI
  IA RegisteredBroker
• Michael Avery MercerCRD 813556 · Upland, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Joseph MockCRD 4223858 · Peoria, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Scott MurrayCRD 3091940 · Teaneck, NJ
  IA RegisteredBroker
• Eric Dean MartzCRD 874337 · Carmel, IN
  IA RegisteredBroker
• Earl C MccraryCRD 1226565 · Daytona Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Sean McdonnellCRD 1374657 · Chicago, IL
  IA RegisteredBroker
• Matthew John McnabbCRD 2119641 · Charlotte, NC
  IA RegisteredBroker
• Eric Jose MedinaCRD 1421224 · Mokena, IL
  IA RegisteredBroker
• Michael Anthony MillardCRD 711705 · Sioux Falls, SD
  IA RegisteredBroker
  Disclosure event(s) on record
• Sheila Jane MooreCRD 2673032 · Thousand Oaks, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig MorningstarCRD 2228731 · Scottsdale, AZ
  IA Registered
• James NeaylonCRD 1528446 · Chicago, IL
  IA RegisteredBroker
• Guillermo Fidel NodarseCRD 1004663 · Winter Park, FL
  IA RegisteredBroker
• Celestine Emejuru NjokuCRD 4662897 · Olahoma City, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel A OdigieCRD 2134208 · West Palm Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Lawrence OlsonCRD 711256 · Melbourne, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Sousa PachecoCRD 5865407 · Westport, MA
  IA RegisteredBroker
• James Rhees PattonCRD 6827129 · Indianapolis, IN
  IA RegisteredBroker
• Jeffrey Alan PerryCRD 1795927 · Folsom, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Trever PetersonCRD 4989342 · Idaho Falls, ID
  IA RegisteredBroker
• Malik PearsonCRD 2549637 · Charlotte, NC
  IA Registered
  Disclosure event(s) on record
• William Thomas PerryCRD 8134475 · Folsom, CA
  IA RegisteredBroker
• Dale A PopeCRD 1128816 · Leland, NC
  IA RegisteredBroker
• Parviz Paul PourfaridCRD 2112613 · Woodland Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Shannon Marie PowersCRD 2367198 · Ridgefield, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Anthony ReoCRD 2113425 · Rensselaer, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Darrin RiouxCRD 6279126 · Westport, MA
  IA RegisteredBroker
• Paul Joseph RoweCRD 4920793 · Woodland Park, CO
  IA RegisteredBroker
• Jacquelyn Diane RobinsonCRD 1721233 · Bolivar, PA
  IA RegisteredBroker
• Robin K RuncoCRD 2249156 · Rochester, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Joseph ScrimentiCRD 1451945 · Salem, OR
  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.