Zachary Darrin Rioux

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

• 09/2009 → 12/2016
  New England Fisheries
  New Bedford, MA
• 03/2016 → Present
  Innovation Partners Llc
  Charlotte, NC
• 03/2016 → Present
  South Coast Entertainment
  Westport, MA
• 12/2019 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Other Businesses

1) Crump Life Insurance - 260 Franklin St #1510, Boston MA 02110, Used to quote and deliver life insurance policies which include term life insurance, universal life insurance, children's whole life insurance and whole life insurance. Independent Contractor. Start Date: 9/2016. 0-2 hr/week.___ 2) South Coast Entertainment - 43 Arlington Ave. Westport MA 02790. Entertainment Services including disk jockey, photo booth, and event lighting. President. Start Date: 3/2016. 20hrs per week.___ 3) Health Service Administrators - 2017 to present - Health Insurance agent - receive commissions for activity. Conduct this business during regular business hours - 0-1 hour per week is allocated to this activity.___ 4) Registered Representative with Innovation Partners LLC - investment related, operate during regular business hours.___ 5) Health Source RI, Investment Related 0 hours during regular business hours.___ 6) Tufts Health Insurance, Investment Related 0 hours during regular business hours.___ 7) Dental Insurance, MA Investment Related 0 hours during regular business hours.___

Exams

• S66 Uniform Combined State Law Examination
  2016-07-28