David
Chandler
Ip Financial Advisory Services LLC
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About this Advisor
David Chandler is a financial advisor based in Henderson, Nevada, working with Ip Financial Advisory Services LLC. David has previously held positions at Lpl Financial, LLC, Jp Morgan Securities, LLC, Securities America, Inc, Securities America Advisors, Cooper Financial Group, Innovation Partners LLC, Ip Financial Advisory Services LLC, and Lincoln Financial Advisors Corporation. David has passed the Series 66 regulatory exam and is registered to provide services in California, Nevada, Oregon, Utah, and Washington. Currently, David is part of Ip Financial Advisory Services LLC, which operates out of Henderson, Nevada. The firm has 28 offices and 92 employees. The firm manages assets totaling $297.0 million and offers a range of 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
David Chandler Work History
Innovation Partners LLC
Ip Financial Advisory Services LLC
Securities America, Inc
Cooper Financial Group
Securities America, Inc
Securities America Advisors
Jp Morgan Securities, LLC
Lincoln Financial Advisors Corporation
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of David Chandler 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
Charlotte, NC
Charlotte, NC
Henderson, NV
Lone Tree, CO
Charlotte, NC
Natick, MA
Charlotte, NC
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