Andrew
Benet
Ip Financial Advisory Services LLC
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About this Advisor
Andrew Benet is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Andrew has previously held positions at Andrew S Benet, H.D. Vest Investment Services, H.D. Vest Insurance Services, H.D Vest Advisory Services, Ip Financial Advisory Services, LLC, and Innovation Partners LLC. Andrew has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Andrew is part of Ip Financial Advisory Services LLC, which operates out of Charlotte, North Carolina. 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
Andrew Benet Work History
Ip Financial Advisory Services, LLC
Innovation Partners LLC
H.D Vest Advisory Services
H.D. Vest Investment Services
H.D. Vest Insurance Services
Andrew S Benet
Disclosures
Please visit the SEC profile of Andrew Benet 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
Charlotte, NC
Miami, FL
Henderson, NV
Charlotte, NC
Natick, MA
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