IP FINANCIAL ADVISORY SERVICES LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 305772). Regulatory assets under management: $481.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |
Showing 15 of 24 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| CENTENNIAL | CO | 4 | 7202428027 |
| FARMINGTON HILLS | MI | 2 | 2488881010 |
| SHELBY CHARTER TWP | MI | 1 | 3134142089 |
| SALT LAKE CITY | UT | 1 | 8018342600 |
| RENO | NV | 1 | 7752418889 |
| OKLAHOMA CITY | OK | 1 | 4054146663 |
| HENDERSON | NV | 1 | 7028216487 |
| PANAMA CITY | FL | 1 | 32401 |
| EAGLE | ID | 1 | 2089384197 |
| HOLLYWOOD | FL | 1 | 9549998844 |
| MT PLEASANT | SC | 1 | 8435761416 |
| BRANDON | MS | 1 | 6018326467 |
| HENDERESON | NV | 1 | 6093325780 |
| FORT MYERS | FL | 1 | 2392915038 |
| PEORIA | AZ | 1 | 6233341400 |