IF
IP FINANCIAL ADVISORY SERVICES LLC
SEC RegisteredCHARLOTTE, NChttps://ipfinancialservicesllc.com980-326-3335
Assets Under Management
$100M–$500M
Employees
112
Office Locations
29 offices
Total Accounts
2686
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,001 | $481M |
0 total clients reported on Form ADV.
Leadership
Ipfas Holdings Llc
STOCKHOLDER
Anthony Mcdonald Lawrence
CO-PRESIDENT, MGA AND SYSTEMS OPERATIONS
Lei Jiao
FINOP, CCO
Kelly Ann King
PRESIDENT
Office locations
29 offices in 16 states
NC
CHARLOTTEHQ
MI
BYRON CENTER
MI
FARMINGTON HILLS
MI
FARMINGTON HILLS
MI
FARMINGTON HILLS
NV
LAS VEGAS
NV
HENDERSON
CO
CENTENNIAL
MA
WESTPORT
MI
SHELBY CHARTER TWP
UT
SALT LAKE CITY
NV
RENO
OK
OKLAHOMA CITY
NV
HENDERSON
FL
PANAMA CITY
ID
EAGLE
FL
HOLLYWOOD
SC
MT PLEASANT
MS
BRANDON
NV
HENDERESON
FL
FORT MYERS
AZ
PEORIA
PA
GREENSBURG
DE
NORTH HAVEN
NC
RALIEGH
FL
DUNEDIN
FL
MELBOURNE
CA
RIVERSIDE
MT
KALISPELL
Advisors at this firm
70 advisors in the directory
Thomas John Adolph
Investment Adviser Representative
Rodney William Amicone
Investment Adviser Representative
Michael Balch
Investment Adviser Representative
Michael Barrows
Investment Adviser Representative
Daniel Keith Beech
Investment Adviser Representative
Andrew Benet
Investment Adviser Representative
Aaron Andrew Berman
Investment Adviser Representative
David Block
Investment Adviser Representative
Harrison Chi Chang
Investment Adviser Representative
Clayton Albert Cornhall
Investment Adviser Representative
Glenn Robert Davidow
Investment Adviser Representative
Emily Anne Deconcini
Investment Adviser Representative
Martha Delgado
Investment Adviser Representative
Bruce Michael Devoogd
Investment Adviser Representative
Edward Allen Diaz
Investment Adviser Representative
Todd Michael Donofrio
Investment Adviser Representative
John A Doran
Investment Adviser Representative
Alberto Esparza
Investment Adviser Representative
Luis Manuel Espinoza
Investment Adviser Representative
Andrew Clayton Fifield
Investment Adviser Representative
Wuyang Fu
Investment Adviser Representative
William Fung
Investment Adviser Representative
Logan Preston Garretson
Investment Adviser Representative
Carl Vincent Gottuso
Investment Adviser Representative
Paul Donald Graffy
Investment Adviser Representative
Michael Jerome Grant
Investment Adviser Representative
Charles Milton Harris
Investment Adviser Representative
Paul Michael Hayes
Investment Adviser Representative
Thomas Edward Hess
Investment Adviser Representative
Anthony W Hinds-Fritz
Investment Adviser Representative
Steven Ari Hoffman
Investment Adviser Representative
Charles Edward Howell
Investment Adviser Representative
Deana Carter Ingalls
Investment Adviser Representative
Arthur James Johnson
Investment Adviser Representative
Jeff Kantor
Investment Adviser Representative
Richard Edmund Kash
Investment Adviser Representative
Juan Jose Lewis
Investment Adviser Representative
Yu Yeung Li
Investment Adviser Representative
Yingqi Linghu
Investment Adviser Representative
Vincent Mallon
Investment Adviser Representative
Aron Joseph Marcinkoski
Investment Adviser Representative
Earl C McCrary
Investment Adviser Representative
Peter Sean McDonnell
Investment Adviser Representative
Eric Jose Medina
Investment Adviser Representative
Michael Avery Mercer
Investment Adviser Representative
Michael Anthony Millard
Investment Adviser Representative
James Neaylon
Investment Adviser Representative
Guillermo Fidel Nodarse
Investment Adviser Representative
Daniel A Odigie
Investment Adviser Representative
Scott Lawrence Olson
Investment Adviser Representative
Jeffrey Alan Perry
Investment Adviser Representative
William Thomas Perry
Investment Adviser Representative
John Anthony Polyviou
Investment Adviser Representative
Dale A Pope
Investment Adviser Representative
Parviz Paul Pourfarid
Investment Adviser Representative
David Anthony Reo
Investment Adviser Representative
Larry Sanders
Investment Adviser Representative
Charles Donald Schad
Investment Adviser Representative
Donald Leroy Silberman
Investment Adviser Representative
Larry Skarset
Investment Adviser Representative
Lynn Smeraldo
Investment Adviser Representative
Joseph David Stafford
Investment Adviser Representative
Gregory Allen Swoverland
Investment Adviser Representative
Michael Paulding Thomas
Investment Adviser Representative
Thomas Tipton
Investment Adviser Representative
Mark Curtis Walter
Investment Adviser Representative
Eric Carl Willer
Investment Adviser Representative
James Cofer Winters
Investment Adviser Representative
Louis Albin Woodbeck
Investment Adviser Representative
Zaven Andrew Yarumian
Investment Adviser Representative
Regulatory & compliance
CRD number
#305772
SEC Number
801-117481
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
ipfinancialservicesllc.comPhone
980-326-3335Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IP FINANCIAL ADVISORY SERVICES LLC 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 the SEC or FINRA websites before making any decision.