CC

Christopher Lowell Childers

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M

Fee Structure

Financial Planning:Investment management only

IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.

Areas of Practice
Insurance Planning
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Advisor Information

Office location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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Regulatory History (2)
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Regulatory
September 2019
Final
Employment Separation After Allegations
April 2018
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent for various companies through Childers Management Corp, dedicating nearly full-time hours to this. He also owns Childers, Cale, Kennedy and Associates, where he spends about 10% of his time selling and servicing fixed insurance products.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2009 - May 2018 · 8 yrs 7 mos
New England SecuritiesBroker
February 1995 - October 2009 · 14 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
January 1992 - February 1995 · 3 yrs 1 mo
John Hancock Distributors, INC.Broker
January 1992 - February 1995 · 3 yrs 1 mo
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.