Best Investors
Account
Sign in
Best Investors
Account
Sign in
CRD 3134506
Ip Financial Advisory Services LLC CRD 305772
$481M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-03 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
20111Steven Creek Blvd. Ste. 200, Cupertino, CA 95014 • United States
20111 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
Branch Locations
20111 Stevens Creek Blvd, Suite 200, Cupertino, CA 95014 • United States
3395 Sw Garden View Ave, Portland, OR 97225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-05 |
Branch Locations
3395 Sw Garden View Ave, Portland, OR 97225 • United States
20111 Steven Creek Blvd., Suite 200, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chinese Abraham Investment Advisors Llc | New York | NY | 06/2004 | Present |
| Cs Planning Corp | Portland | OR | 07/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 02/2026 | Present |
Chinese Abraham Investment Advisors LLC, since 2004. Position: President/Investment Advisor Representative: Investment related: Yes. Address; 20111 Stevens Creek Blvd, Ste 200, Cupertino, CA 95014. Investment advisory services. 40 hours per week/40 hours per week during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-09 |
Reach out to this advisor