Jeff
Kantor
Ip Financial Advisory Services LLC
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About this Advisor
Jeff Kantor is a financial advisor operating in Charlotte, North Carolina who has 4 years of relevant experience. Kantor works at Ip Financial Advisory Services LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Moneyblock, Cfd Investments Inc, Innovation Partners LLC, Creative Financial Designs, Ip Financial Advisory Services and Ash Brokerage. Kantor has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama and Illinois. Ip Financial Advisory Services LLC is an advisory firm based out of Charlotte, NC. It has offices in 28 locations and a total of 92 financial advisors. It oversees $251 million in total assets between its 2,025 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Ip Financial Advisory Services LLC has a number of services, such as 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. Financial management fee schedules typically depend on the financial services. However, fee types billed by Ip Financial Advisory Services LLC likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$250,478,648
92
2,025
$123,693
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
Jeff Kantor Work History
Jeff has been registered as a financial advisor for 4 years.*
Innovation Partners LLC
Ip Financial Advisory Services
Ash Brokerage
Cfd Investments Inc
Creative Financial Designs
Moneyblock
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeff Kantor 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
Miami, FL
Charlotte, NC
Irvine, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Macomb, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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