Theodore
Brooks
Ip Financial Advisory Services LLC
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About this Advisor
Theodore Brooks is a financial advisor based in North Haven, Connecticut, working with Ip Financial Advisory Services LLC. Theodore has previously held positions at Innovative Planning, Planmember Securities Corporation, Legend Advisory Corporation, Lincoln Investment, Ip Financial Services, LLC, Innovation Partners LLC, Legend Equities Corporation, and Supreme Alliance LLC. Theodore has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, and New York. Currently, Theodore is part of Ip Financial Advisory Services LLC, which operates out of North Haven, Connecticut. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ip Financial Advisory Services LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$296,950,627
92
2,290
$129,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Theodore Brooks Work History
Ip Financial Services, LLC
Innovation Partners LLC
Innovative Planning
Supreme Alliance LLC
Lincoln Investment
Legend Advisory Corporation
Legend Equities Corporation
Planmember Securities Corporation
Disclosures
Please visit the SEC profile of Theodore Brooks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Charlotte, NC
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Henderson, NV
Charlotte, NC
Lone Tree, CO
Charlotte, NC
Natick, MA
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