Earl C McCrary

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

CHARLOTTE, NCCRD #1226565Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

42 yrs

States Registered

2 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 2 states

FloridaGeorgia

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 3/24/1997

Series 63

Uniform Securities Agent State Law Examination

Passed 4/10/1984

Series 8

General Securities Sales Supervisor Examination (Options Module & General Module)

Passed 11/13/1996

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 15

Foreign Currency Options Examination

Passed 1/8/1998

Series 5

Interest Rate Options Examination

Passed 12/3/1997

Series 3

National Commodity Futures Examination

Passed 7/14/1997

Series 31

Futures Managed Funds Examination

Passed 12/27/1994

Series 7

General Securities Representative Examination

Passed 2/18/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Source

IP FINANCIAL ADVISORY SERVICES LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent

6/15/2017 – CHARLOTTE, NC

BANC OF AMERICA INVESTMENT SERVICES, INC.

8/6/2003 – 6/17/2005BOSTON, MA

PRUDENTIAL SECURITIES INCORPORATED

8/27/1996 – 7/1/2003NEW YORK, NY

WACHOVIA SECURITIES, LLC

7/1/2003 – 8/8/2003ST. LOUIS, MO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

6/17/2005 – 3/14/2012DAYTONA BEACH, FL

DEAN WITTER REYNOLDS INC.

3/22/1988 – 8/28/1996PURCHASE, NY

AMERIPRISE FINANCIAL SERVICES, INC.

3/2/2012 – 5/22/2017DAYTONA BEACH, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2/24/1984 – 4/4/1988

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Earl C McCrary has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.