Rodney William Amicone

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

• 05/2015 → 11/2018
  Signator Financial Services, Inc.
  Bellevue, WA
• 12/2015 → 11/2018
  Signator Investors, Inc.
  Tampa, FL
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Palm Harbor, FL
• 02/2024 → Present
  Innovation Partners Llc
  Charlotte, NC
• 02/2024 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2018-11-02 → 2024-03-05
  Osaic Wealth, Inc.
  Palm Harbor, FL
  Inverness, FL
• 2015-12-28 → 2018-11-02
  Signator Investors, Inc.
  Palm Harbor, FL
• 2015-05-08 → 2015-12-28
  Signator Financial Services, Inc.
  Tampa, FL
  Blue Ridge, GA
• 2011-11-07 → 2015-05-14
  Csenge Advisory Group, Llc
  Clearwater, FL
• 2011-10-24 → 2015-05-11
  Fsc Securities Corporation
  Clearwater, FL
• 2011-07-26 → 2011-09-13
  Morgan Keegan & Company, Llc
  Tampa, FL
• 2008-11-21 → 2011-07-22
  Lpl Financial Llc
  Clearwater, FL
• 2008-07-31 → 2008-12-11
  First Command Brokerage Services, Inc.
  Tampa, FL
  Palm Harbor, FL
  Tampa, FL

Other Businesses

1) SOUTHERN FINANCIAL WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/25/2008 ADDRESS: 4605 Village Center Drive, Palm Harbor FL 34685, United States DESCRIPTION: Full service financial advisor___ 2) RWA FINANCIAL & INSURANCE SOLUTIONS POSITION: President - NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 15 START DATE: 06/01/2008 ADDRESS: 1889 Cameron Ct, Trinity FL 34655, United States DESCRIPTION: Agent writing fixed insurance products including health, title, college plans, long term disability, Medicare supplements, etc.___ 3) Innovation Partners LLC. 02/2024. Registered Representative___ 4) IP Financial Advisory Services LLC. 02/2024. Investment Advisor Representative___ 5) American Retirement Institute & Adult Financial Education Services 2615 George Busbee Parkway Kennesaw GA 30144; Financial and Educational Retirement Instructor; 10 hours a year. No working hours during firm's business hours 6) Name of Business: Southern Estate Planning Docs Investment-Related Nature: No Address of the Other Business: Palm Harbor, FL 34685 Nature of the Other Business: Provide document software to consumers. Position, Title, or Relationship: Owner Start Date of the Relationship: 10/2025 An estimate of the time spent on the OBA monthly: 20 hrs/mo

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-09
• S65 Uniform Investment Adviser Law Examination
  2008-07-28

Other Names

• Rod Amicone
• Rodney W. Amicone