Luis
Espinoza
Ip Financial Advisory Services LLC
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About this Advisor
Luis Espinoza is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Luis has previously held positions at Newport Coast Securities, Inc, Espinoza Private Wealth Management, First Financial Equity Corporation, Innovation Partners, LLC, and Ip Financial Advisory Services LLC. Luis has passed the Series 66 regulatory exam and is registered to provide services in California, Hawaii, Idaho, Nevada, and Texas. Currently, Luis 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. The services offered by the firm include 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
Luis Espinoza Work History
Innovation Partners, LLC
Ip Financial Advisory Services LLC
First Financial Equity Corporation
Espinoza Private Wealth Management
Newport Coast Securities, Inc
Disclosures
Please visit the SEC profile of Luis Espinoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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