Andrew Benet

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → 07/2017
  Andrew S Benet
  Garnerville, NY
• 07/2012 → 07/2017
  H.D. Vest Investment Services
  Garnerville, NY
• 07/2012 → 07/2017
  H.D. Vest Insurance Services
  Garnerville, NY
• 10/2013 → 07/2017
  H.D Vest Advisory Services
  Garnerville, NY
• 03/2019 → Present
  Ip Financial Advisory Services, Llc
  Charlotte, NC
• 08/2017 → Present
  Innovation Partners Llc
  Charlotte, NC

Other Businesses

Benet And Associates LLC ~'NIR'~89 MADISON AVENUE~ ~GARNERVILLE~NY~10923~TAX PREPARATION/ACCOUNTING~TAX PREPARATION/ACCOUNTING~1/1997~180HRS~180HRS~PROVIDES TAX PREPARATION SERVICES~~INDEPENDENT INSURANCE AGENT~OWNER/SOLE PROPRIETER~7/2012~180HRS~180HRS~PROVIDES INSURANCE SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-12-14

Other Names

• Andrew Scott Benet