# IP FINANCIAL ADVISORY SERVICES LLC

IP FINANCIAL ADVISORY SERVICES LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 305772
- Type: SEC-registered investment adviser
- SEC file number: 801-117481
- Location: 5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, 28210
- Phone: 980-326-3335
- Latest filing: 2026-06-30
- Regulatory AUM: $481.4M
- Discretionary AUM: $258.5M
- Non-discretionary AUM: $222.9M
- Clients: 112
- Accounts: 2,686

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence S McDonald | CO-PRESIDENT AND MGA; CO-PRESIDENT, MGA AND SYSTEMS OPERATIONS; MGA | Uniontown, OH |
| Anthony Mcdonald Lawrence | CO-PRESIDENT, MGA AND SYSTEMS OPERATIONS | — |
| Qian Zheng | FINANCE ANALYST | — |
| Lei Jiao | FINOP,  CCO | — |
| Kelly Ann King | PRESIDENT | — |
| KING LINDA ANN | PRESIDENT | — |
| LEE DONALD PAUL | COMPLIANCE PRINCIPAL - CONSULTANT | — |
| JIAO LEI | CO-PRESIDENT, RIA CHIEF COMPLIANCE OFFICER, CFO; FINANCIAL OPERATIONS PRINCIPAL AND INVESTMENT ADVISORY PRINCIPAL; FINOP,  CCO (+3 more) | — |
| VORENBERG THOMAS JOSEPH | COMPLIANCE PRINCIPAL; COMPLIANCE PRINCIPAL REPRESENTATIVE REVIEWS | — |
| UYESUGI LAUREN ARNETT | COMPLIANCE PRINCIPAL | — |
| SMITH GREGORY EARL | CHIEF COMPLIANCE OFFICER; CO-PRESIDENT; CO-PRESIDENT - CCO - RIA | — |
| ZHENG QIAN | FINANCE ANALYST; FINANCE MANAGER | — |
| PATEL Parth BHASKARBHAI | INVESTMENT ADVISORY PRINCIPAL | — |
| Lawrence ASHTON MICHELLE | SR VP TECHNOLOGY AND OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305772/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305772/similar
- Related entities: https://search.stillhousedata.com/firm/305772/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305772

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.