Kimberly
Myers-Turner
Ip Financial Advisory Services LLC
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About this Advisor
Kimberly Myers-Turner is a financial advisor operating out of Charlotte, North Carolina with a total of 1 year of relevant experience. Myers-Turner is an advisor for Ip Financial Advisory Services LLC. Throughout their career, Myers-Turner has worked at Wells Fargo Advisors LLC, Lpl Financial LLC, Metlife Securities Inc, Metlife Investors Distribution Company, Brighthouse Securities, LLC, Barings LLC, Barings Securities LLC, Massmutual, Mml Investors, Services, LLC, Axa Equitable, LLC, Axa Advisors, LLC, Equitable, Equitable Advisors, LLC, Innovation Partners LLC and Ip Financial Advisory Services LLC. Myers-Turner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Ip Financial Advisory Services LLC is an advisory business operating out of Charlotte, NC. The company has offices in 28 locations and a total of 92 employees. It oversees $251 million in total assets among its 2,025 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The business provides a diverse 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. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Ip Financial Advisory Services LLC likely are comprised of 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
Kimberly Myers-Turner Work History
Kimberly has been registered as a financial advisor for 1 years.*
Innovation Partners LLC
Ip Financial Advisory Services LLC
Equitable Advisors, LLC
Axa Equitable, LLC
Axa Advisors, LLC
Equitable
Massmutual
Mml Investors, Services, LLC
Lpl Financial LLC
Barings LLC
Barings Securities LLC
Brighthouse Securities, LLC
Metlife Securities Inc
Metlife Investors Distribution Company
Lpl Financial LLC
Wells Fargo Advisors LLC
*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 Kimberly Myers-Turner 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
Irvine, CA
Charlotte, NC
Charlotte, NC
Charlotte, NC
Miami, FL
Henderson, NV
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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