Michael
Millard
Ip Financial Advisory Services LLC
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About this Advisor
Michael Millard is a financial advisor based in Charlotte, North Carolina, working with Ip Financial Advisory Services LLC. Michael has previously held positions at Bank Of The West, Bancwest Investment Services, Veritas Independent Partners, Valley Advisors, Allstate Insurance Co, Innovation Partners, LLC, and Ip Financial Advisory Services, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Iowa, Nebraska, and South Dakota. Currently, Michael 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
Michael Millard Work History
Innovation Partners, LLC
Ip Financial Advisory Services, LLC
Allstate Insurance Co
Veritas Independent Partners
Valley Advisors
Bank Of The West
Bancwest Investment Services
Disclosures
Please visit the SEC profile of Michael Millard 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
Lone Tree, CO
Miami, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Henderson, NV
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