Chase John Carlin

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

• 07/2013 → Present
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2013 → Present
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  West Valley City, UT
• 01/2017 → Present
  Innovation Partners Llc
  Charlotte, NC
• 01/2020 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2013-08-01 → 2017-01-19
  Legend Advisory, Llc
  Midvale, UT
  Palm Beach Gardens, FL
  West Valley City, UT
• 2012-03-28 → 2013-06-04
  Girard Securities, Inc.
  Salt Lake City, UT

Other Businesses

Innovation Partners LLC - Registered Representative Name of Business: Rental Property Investment-Related Nature: Yes Address of the Other Business: Salt Lake City, UT 84124 Nature of the Other Business: Real estate rental Position, Title, or Relationship: Landlord Start Date of the Relationship: 01/2024 Time spent on the OBA monthly: 20 hrs/month Name of Business: Skyline Youth Football & Spirit Association Investment-Related Nature: No Address of the Other Business: Salt Lake City, UT 84124 Nature of the Other Business: Youth Football Position, Title, or Relationship: Coach Start Date of the Relationship: 7/2026 Time spent on the OBA monthly: 4 hrs/month

Exams

• S66 Uniform Combined State Law Examination
  2011-11-21