AdFi
IF

IP FINANCIAL ADVISORY SERVICES LLC

SEC Registered

Helping you manage your finances right!

CHARLOTTE, NChttps://ipfinancialservicesllc.com980-326-3335
Assets Under Management
$100M–$500M
Employees
112
Office Locations
29 offices
Total Accounts
2686

About the firm

IP Financial Services LLC provides a wide array of financial, investment and management consulting solutions that help clients improve efficiency and minimize costs.

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

Areas of expertise

Financial PlanningInvestment ConsultingManagement Consulting

Services

Financial, investment and management consulting solutions.

Who they serve

Client segmentClientsAssets 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

Showing 100 of 133

Deborah Claire Anselmo
Investment Adviser Representative
Dual-registered
Thomas John Adolph
Investment Adviser Representative
Investment Adviser Rep
Rodney William Amicone
Investment Adviser Representative
Investment Adviser Rep
James Martin Benjamson
Investment Adviser Representative
Dual-registered
Melvin Dale Brooks
Investment Adviser Representative
Investment Adviser Rep
Mario Brown
Investment Adviser Representative
Dual-registered
Michael Balch
Investment Adviser Representative
Dual-registered
Michael Barrows
Investment Adviser Representative
Dual-registered
Daniel Keith Beech
Investment Adviser Representative
Dual-registered
Andrew Benet
Investment Adviser Representative
Investment Adviser Rep
Aaron Andrew Berman
Investment Adviser Representative
Dual-registered
David Block
Investment Adviser Representative
Dual-registered
Theodore Leonard Brooks
Investment Adviser Representative
Investment Adviser Rep
Michael Francis Byers
Investment Adviser Representative
Investment Adviser Rep
Chase John Carlin
Investment Adviser Representative
Dual-registered
Steven Michael Catanzaro
Investment Adviser Representative
Investment Adviser Rep
Rakael Boozer Carr
Investment Adviser Representative
Dual-registered
David Patrick Chandler
Investment Adviser Representative
Dual-registered
Harrison Chi Chang
Investment Adviser Representative
Dual-registered
Christopher Lowell Childers
Investment Adviser Representative
Investment Adviser Rep
Clayton Albert Cornhall
Investment Adviser Representative
Dual-registered
Brian Cvetkovski
Investment Adviser Representative
Investment Adviser Rep
Guy B Deemer
Investment Adviser Representative
Dual-registered
Glenn Robert Davidow
Investment Adviser Representative
Dual-registered
Emily Anne Deconcini
Investment Adviser Representative
Investment Adviser Rep
Martha Delgado
Investment Adviser Representative
Dual-registered
Bruce Michael Devoogd
Investment Adviser Representative
Investment Adviser Rep
Edward Allen Diaz
Investment Adviser Representative
Investment Adviser Rep
Todd Michael Donofrio
Investment Adviser Representative
Dual-registered
John A Doran III
Investment Adviser Representative
Dual-registered
Alberto Esparza
Investment Adviser Representative
Investment Adviser Rep
Luis Manuel Espinoza
Investment Adviser Representative
Dual-registered
Edward Santo Finocchiaro
Investment Adviser Representative
Dual-registered
Timothy Patrick Flanagan
Investment Adviser Representative
Investment Adviser Rep
Andrew Clayton Fifield
Investment Adviser Representative
Investment Adviser Rep
Kevin C Fifield
Investment Adviser Representative
Investment Adviser Rep
Wuyang Fu
Investment Adviser Representative
Dual-registered
William Fung
Investment Adviser Representative
Investment Adviser Rep
Matthew Lee Greiner
Investment Adviser Representative
Dual-registered
Dhruv Pershad Gupta
Investment Adviser Representative
Investment Adviser Rep
Robert Leroy Gardner Jr
Investment Adviser Representative
Dual-registered
Logan Preston Garretson
Investment Adviser Representative
Investment Adviser Rep
Jeri Margolis Glazer
Investment Adviser Representative
Dual-registered
Carl Vincent Gottuso
Investment Adviser Representative
Dual-registered
Paul Donald Graffy
Investment Adviser Representative
Dual-registered
Michael Jerome Grant
Investment Adviser Representative
Dual-registered
Charles Milton Harris
Investment Adviser Representative
Dual-registered
Paul Michael Hayes
Investment Adviser Representative
Dual-registered
Earl David Hensley
Investment Adviser Representative
Dual-registered
Thomas Edward Hess
Investment Adviser Representative
Dual-registered
Anthony W Hinds-Fritz
Investment Adviser Representative
Dual-registered
Steven Ari Hoffman
Investment Adviser Representative
Investment Adviser Rep
Charles Edward Howell
Investment Adviser Representative
Dual-registered
Dustin Hyche
Investment Adviser Representative
Dual-registered
Deana Carter Ingalls
Investment Adviser Representative
Dual-registered
Stace J Jensen
Investment Adviser Representative
Dual-registered
John Lewis James
Investment Adviser Representative
Dual-registered
Lei Jiao
Investment Adviser Representative
Investment Adviser Rep
Arthur James Johnson III
Investment Adviser Representative
Dual-registered
Jeffrey J Johnson
Investment Adviser Representative
Dual-registered
Morris Kaufman
Investment Adviser Representative
Dual-registered
Kevin Hiller Kelley
Investment Adviser Representative
Dual-registered
Jeff Kantor
Investment Adviser Representative
Dual-registered
Richard Edmund Kash
Investment Adviser Representative
Dual-registered
Brian Kurtich
Investment Adviser Representative
Dual-registered
Scott Loney
Investment Adviser Representative
Dual-registered
Kurt Joseph Lawn
Investment Adviser Representative
Investment Adviser Rep
Juan Jose Lewis
Investment Adviser Representative
Investment Adviser Rep
Yu Yeung Li
Investment Adviser Representative
Dual-registered
Yingqi Linghu
Investment Adviser Representative
Dual-registered
Johnny Earl Lynum
Investment Adviser Representative
Investment Adviser Rep
Lonnie D McLane
Investment Adviser Representative
Investment Adviser Rep
Brian Joseph Mock
Investment Adviser Representative
Investment Adviser Rep
Jason Scott Murray
Investment Adviser Representative
Dual-registered
Vincent Mallon
Investment Adviser Representative
Dual-registered
Aron Joseph Marcinkoski
Investment Adviser Representative
Dual-registered
Eric Dean Martz
Investment Adviser Representative
Dual-registered
Earl C McCrary
Investment Adviser Representative
Dual-registered
Peter Sean McDonnell
Investment Adviser Representative
Dual-registered
Matthew John McNabb
Investment Adviser Representative
Dual-registered
Eric Jose Medina
Investment Adviser Representative
Dual-registered
Michael Avery Mercer
Investment Adviser Representative
Investment Adviser Rep
Michael Anthony Millard
Investment Adviser Representative
Dual-registered
Craig Morningstar
Investment Adviser Representative
Dual-registered
James Neaylon
Investment Adviser Representative
Investment Adviser Rep
Celestine Emejuru Njoku
Investment Adviser Representative
Investment Adviser Rep
Guillermo Fidel Nodarse
Investment Adviser Representative
Dual-registered
Edgar Ochoa Benitez
Investment Adviser Representative
Investment Adviser Rep
Daniel A Odigie
Investment Adviser Representative
Dual-registered
Scott Lawrence Olson
Investment Adviser Representative
Dual-registered
Joshua Sousa Pacheco
Investment Adviser Representative
Dual-registered
Trever Peterson
Investment Adviser Representative
Dual-registered
Malik Pearson
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Alan Perry
Investment Adviser Representative
Dual-registered
William Thomas Perry
Investment Adviser Representative
Dual-registered
John Anthony Polyviou
Investment Adviser Representative
Dual-registered
Dale A Pope
Investment Adviser Representative
Investment Adviser Rep
Parviz Paul Pourfarid
Investment Adviser Representative
Dual-registered
Shannon Marie Powers
Investment Adviser Representative
Dual-registered
Zachary Darrin Rioux
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#305772
SEC Number
801-117481
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $25,000 (waivable)
Asset tierAnnual rate
Less than $10,0001.25%
$25,000 to $100,0001.00%
$100,000 to $250,0000.75%
Greater than $250,0000.50%

Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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