Brian
Biederman
Innovation Partners LLC
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About this Advisor
Brian Biederman is a certified financial planner who works out of Raleigh, North Carolina with a total of 2 years of relevant experience. Biederman is on the advisory team at Innovation Partners LLC. The advisor has gained experience at Ifs Securities, Ifs Advisory, LLC, Advanced Financial Concepts, Ridgeway & Conger, Inc, Ridgeway Conger Advisory Services Inc, Infinity Financial Services Advisory, Innovation Partners, Ip Financial Advisory Services LLC and Infinity Financial Services. Biederman holds a Series 63 license, which qualifies them as a securities representative, and can serve investors in Virginia. Innovation Partners LLC is an advisory firm headquartered in Charlotte, NC. The firm has offices in two locations and a total of 245 financial advisors. It administers $14 million in assets between its 14 customer accounts, making it one of the smaller firms in the nation by assets under management. Innovation Partners LLC offers a number 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. Fees charged by financial advisors are based on the financial services offered. However, fees charged by Innovation Partners LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Innovation Partners LLC Brokerage Details
$13,736,437
245
14
$981,174
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
Brian Biederman Work History
Brian has been registered as a financial advisor for 2 years.*
Innovation Partners
Ip Financial Advisory Services LLC
Infinity Financial Services Advisory
Infinity Financial Services
Ridgeway & Conger, Inc
Ridgeway Conger Advisory Services Inc
Ifs Securities
Ifs Advisory, LLC
Advanced Financial Concepts
*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 Brian Biederman 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 Innovation Partners LLC
Charlotte, NC
Raleigh, NC
Charlotte, NC
Westport, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
