AM

Aron Joseph Marcinkoski

19 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Settled
Employment History
Current Registrations
Ip Financial Advisory Services LLC
September 2023 - Present · 2 yrs 4 mos
Innovation Partners LLC
July 2023 - Present · 2 yrs 6 mos
Innovation Partners LLC Broker
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Newbridge Securities CorporationBroker
February 2021 - August 2021 · 6 mos
Windsor Street Capital, LPBroker
November 2013 - December 2016 · 3 yrs 1 mo
J.P. Turner & Company, L.L.C.Broker
August 2011 - October 2013 · 2 yrs 2 mos
Liberty Partners Financial Services, LLCBroker
January 2011 - January 2011 · 0 mos
Liberty Partners Financial Services, LLCBroker
June 2009 - August 2010 · 1 yr 2 mos
Broad Street Securities, INC.Broker
June 2004 - June 2009 · 5 yrs
Lloyd, Scott & Valenti, Ltd.Broker
October 2003 - May 2004 · 7 mos
Raike Financial Group INC.Broker
February 2003 - October 2003 · 8 mos
Morgan Wilshire Securities, INC.Broker
November 2001 - October 2002 · 11 mos
Raike Financial Group INC.Broker
January 2001 - August 2001 · 7 mos
Carnegie Investor Services INC.Broker
March 1999 - January 2001 · 1 yr 10 mos
State Registrations4 states
AZCAFLNV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.