William Duval White

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

• 03/1989 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 06/2008 → 01/2021
  Duval White Investment Services
  Richmond, VA
• 04/2021 → 06/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 06/2021
  Grove Point Investments, Llc
  Rockville, MD
• 06/2021 → Present
  Innovation Partners Llc
  Charlotte, NC
• 07/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 07/2007 → Present
  William D. White
  Richmond, VA

Previous Registrations

• 2021-04-01 → 2021-07-21
  Grove Point Advisors, Llc
  Rockville, MD
• 2000-05-23 → 2021-04-01
  Grove Point Investments, Llc
  Richmond, VA
  Midlothian, VA

Other Businesses

WILLAIM D WHITE POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: YES HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 07/01/2007 ADDRESS: 400-D SOUTHLAKE BLVD, RICHMOND VA 23236 DESCRIPTION: MANAGE CONDO PROPERTY WILLIAM D WHITE POSITION: sole proprietor NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 03/01/1983 ADDRESS: 13212 PENHURST RD, MIDLOTHIAN VA 23113, United States DESCRIPTION: Life, Disability, Annuity sales

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1981-05-22