Rakael Boozer Carr

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

• 10/2013 → 01/2019
  St. Joseph Medical Center Umms
  Towson, MD
• 01/2019 → Present
  University Of Maryland Medical System
  Linthicum Heights, MD
• 01/2025 → Present
  Innovation Partners Llc
  Charlotte, SC

Other Businesses

Name of Business: University of Maryland Medical System Investment-Related Nature: No Address of the Other Business: 250 W. Pratt St., Balitmore, MD 21201 Nature of the Other Business: Medical coding Position, Title, or Relationship: Senior Director Start Date of the Relationship: 09/2007 Approximate Number of Hours per Month Devoted: 40 hrs/week Name of Business: Champions of Christ Global Ministries Investment-Related Nature: No Address of the Other Business: 1326 Main Chapel Way, Gambrils, MD 21054 Nature of the Other Business: Church Position, Title, or Relationship: Pastor, Trustee Start Date of the Relationship: 11/2024 Approximate Number of Hours per Month Devoted: 8 hrs/mo Name of Business: High Point Enterprise LLC Investment-Related Nature: No Address of the Other Business: Odenton, MD 21113 Nature of the Other Business: Budgeting & Financial literacy Position, Title, or Relationship: Owner Start Date of the Relationship: 05/2015 Approximate Number of Hours per Month Devoted: 20 hrs/mo Name of Business: Estate Guru Investment-Related Nature: No Address of the Other Business: Provo, Utah 84601 Nature of the Other Business: Estate Planning platform Position, Title, or Relationship: Will provide the service if client needs Start Date of the Relationship: 05/2026 Approximate Number of Hours per Month Devoted: 4 hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-16
• S63 Uniform Securities Agent State Law Examination
  2025-02-06