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
5600 NW Central Drive, Suite 221, Houston, TX, 77092
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 Activities
Eric is involved in business development for asset managers, including Robinson Capital and AMP Wealth Management, acting as a wholesaler. These activities take about half of Eric's time.