Ip Financial Advisory Services LLC

Overview

Ip Financial Advisory Services LLC is an SEC registered investment adviser based in Charlotte, NC, registered since 2019. It reports $481M in assets under management across 2,686 accounts, with 112 employees. It has 129 investment adviser representatives.

Reported AUM

$481M

Discretionary

54%

Accounts

2,686

Average account

$179K

Employees

112

Advisory reps

129

Registered since

2019

Jurisdictions

48

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• Anthony McDonald Lawrence Co-President, Managing General Agent CRD 5887200
• Kelly Ann King President CRD 7838497
• Lei Jiao Financial and Operations Principal, Iay Principal CRD 6407162

1 more executive officer, with direct contact details

Advisory reps 3 of 129

• Thomas John Adolph Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4005957
• Rodney W Amicone Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5554298
• Deborah Claire Anselmo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2640872

126 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5950 Fairview Rd Ste 140
Charlotte, NC 28210

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 48 jurisdictions
• Website: ipfinancialservicesllc.com

Every state, with registration dates

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