Best Investors Account Sign in
Current Employers
Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-06
  • NY RA
    APPROVED
    Since 2021-07-06

Branch Locations

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Dunedin, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life Clearwater FL 08/2017 05/2019
Hayes Property Management Grand Rapids MI 08/2011 08/2017
Bankers Life Securities Clearwater FL 09/2018 05/2019
Supreme Alliance Llc West Palm Beach FL 05/2019 01/2021
Innovation Partners Llc Charlotte NC 01/2021 Present
Ip Financial Services, Llc Charlotte NC 02/2021 Present
  • 08/2017 → 05/2019
    Bankers Life
    Clearwater, FL
  • 08/2011 → 08/2017
    Hayes Property Management
    Grand Rapids, MI
  • 09/2018 → 05/2019
    Bankers Life Securities
    Clearwater, FL
  • 05/2019 → 01/2021
    Supreme Alliance Llc
    West Palm Beach, FL
  • 01/2021 → Present
    Innovation Partners Llc
    Charlotte, NC
  • 02/2021 → Present
    Ip Financial Services, Llc
    Charlotte, NC
Other Businesses

PAUL HAYES, INDEPENDENT INSURANCE AGENT, 40 HOURS PER WEEK, SALES OF INSURANCE RELATED PRODUCTS, AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-21
  • S66 Uniform Combined State Law Examination
    2021-04-21
Other Names
  • Paul Michael Hayes
  • Paul Hayes

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor