Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
Get directionsRegulatory History (4)
Customer Dispute
November 2019Customer Dispute
April 2019Customer Dispute
October 2018Customer Dispute
August 2015Other Business ActivitiesSells Insurance
Charles is an insurance agent for Bankers Life and Casualty, selling all insurance products, and a unit field trainer for CNO Financial Inc. He also owns Happy Traffic Inc (traffic education), Charles E Howell CPA PA (tax preparation and bookkeeping), and rental real estate, and is a trustee for the City of Hollywood's pension plan.