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 3 of 3

• Donald Leroy SilbermanCRD 1879867 · Williston, FL
  IA RegisteredBroker
• Larry SkarsetCRD 1408325 · Santa Clara, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Roger Lee SlaytonCRD 1065344 · Danville, VA
  IA RegisteredBroker
• Lynn SmeraldoCRD 1884870 · Dunedin, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• James Kenneth SpannCRD 2291402 · Ooltewah, TN
  IA RegisteredBroker
• Eric Jason StroehleCRD 4845426 · Oakville, CT
  IA RegisteredBroker
• Charles Donald SchadCRD 4161012 · Godley, IL
  IA RegisteredBroker
• Shineece Ladawn SellarsCRD 6990178 · Burlington, NC
  IA RegisteredBroker
• Joseph David StaffordCRD 5292103 · Jacksonville, FL
  IA RegisteredBroker
• Gregory Allen SwoverlandCRD 4411747 · Minneapolis, MN
  IA RegisteredBroker
• Michael Paulding ThomasCRD 2231234 · Mission Viejo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas TiptonCRD 5327674 · New York, NY
  IA RegisteredBroker
• Stephen E TraskCRD 1837307 · Mechanicsburg, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sophearath UoyCRD 6644420 · Broadlands, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Charles WeatherlyCRD 6484237 · Edmonds, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Shawn Garand WebbCRD 2509999 · Eagle, ID
  IA RegisteredBroker
• Steven Michael WhiteCRD 1022056 · Farmington Hills, MI
  IA RegisteredBroker
• William Duval WhiteCRD 731578 · Midlothian, VA
  IA RegisteredBroker
• James Cofer WintersCRD 1315829 · Richmond, VA
  IA RegisteredBroker
• Jonathan WrightCRD 6503672 · Aldie, VA
  IA RegisteredBroker
• Erik Ryan WalkerCRD 2837622 · Surprise, AZ
  IA RegisteredRegistration inactive
• Mark Curtis WalterCRD 1884999 · Westlake Village, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric Carl WillerCRD 2263899 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Louis Albin WoodbeckCRD 7353842 · Charlotte, NC
  IA RegisteredBroker
• Zaven Andrew YarumianCRD 1124759 · Natick, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kalomira K. ZangoulosCRD 4451124 · Macomb, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Walter Neil ZurowskiCRD 2346847 · Phoenix, MD
  IA RegisteredBroker
• Jeff KantorCRD 2355979 · Mokena, IL
  IA RegisteredBroker
• John Anthony PolyviouCRD 2030212 · Charlotte, NC
  IA RegisteredBroker

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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.