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 for recommending their services. This compensation generally takes the form of the TPIA sharing a percentage of the advisory fee the client pays to them with IP FINANCIAL ADVISORY SERVICES LLC and the respective representative. The fees for actuarial and other consulting services are separate and apart from the advisory fees charged by IP FINANCIAL ADVISORY SERVICES LLC.
Areas of Practice
Advisor Information
Office location
2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009
Get directionsRegulatory History (2)
Customer Dispute
March 2025Regulatory
December 2011Other Business Activities
Kevin volunteers for ZOA, a non-profit organization, dedicating about 10-20% of his time to advancing the US-Israel relationship, combating anti-semitism, and protecting civil rights. He also works full-time as an Investment Advisor Representative (IAR) for Cardea Capital Advisors, managing client assets.