Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
IP Financial Advisory Services LLC representatives may receive compensation from third-party investment advisors (TPIAs) for recommending their services, generally a percentage of the advisory fee the client pays to them. IP Financial Advisory Services LLC also provides actuarial and other consulting services, with fees separate from advisory fees.
Areas of Practice
Advisor Information
Office location
6373 Brockton Ave., Riverside, CA, 92506
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cecelia is the owner/preparer at Tax & Insurance Services Incorporated, where she provides tax preparation services and meets with clients, dedicating about 10-20% of her time. She is also a licensed insurance agent selling life, variable, and annuity products, spending about two-thirds of her time on this, and a corporate RIA providing investment advisory services, sales, and advice, spending about a quarter of her time. Finally, she is a registered representative selling registered products, spending about a quarter of her time.