Best Investors
Account
Sign in
Ip Financial Advisory Services LLC CRD 305772
$481M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-08 |
| NC | RA | APPROVED | 2023-04-24 |
| SC | RA | APPROVED | 2023-04-13 |
Branch Locations
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
900 Hendersonville Road Suite 201-A, Ashville, NC 28803 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asset Protection Network | Asheville | NC | 02/1994 | Present |
| Invest Financial Corp. | Tampa | FL | 10/2008 | 03/2018 |
| Lpl Financial Llc | Asheville | NC | 02/2018 | 03/2018 |
| Investacorp Inc | Miami | FL | 04/2018 | 07/2019 |
| Investacorp Advisory Services | Miami | FL | 04/2018 | 07/2019 |
| Aegis Capital Corp. | New York | NY | 04/2021 | 04/2023 |
| Innovation Partners Llc | Charlotte | NC | 04/2023 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 04/2023 | Present |
1) Asset Protection Network, Inc., 900 Hendersonville Rd. Ste 201A, Asheville, NC 28803; https://assetprotectionnetwork.net/. Founder and Co-Owner. Investment Related; Insurance Agency offering health, life and property insurance; Vice President; Start Date: December 1993; 5hrs per week devoted to business, during securities trading hours.___ 2) Biltmore Lake External Relations Committee. 01/2019. Volunteer Chair. Biltmore Lake, NC. www.biltmorelakehoa.com. Less than 1hr per week.___ 3) Advisor Moves, LLC,900 Hendersonville Rd. Ste 201A, Asheville, NC 28803; Not Investment Related: Independent financial advisor recruiting firm; President; Start Date: October 2020; 40-80 hours per month devoted to business during securities trading hours.___ 4) Alzheimers Association - NC, 4600 Park Rd. Ste 250 Charlotte, NC; Not Investment Related; Association established to raise awareness of Alzheimers; Board Member; Start Date: July 2021; 3 hours per month devoted to business; 2 days annually during securities trading hours.___
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-15 |
Reach out to this advisor