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
3400 Sweeten Creek Road, Suite A, Arden, NC, 28704
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
Catherine is an investment advisor representative at Prosperity Capital Advisors, advising and managing client brokerage accounts, dedicating a few hours per week. She also works as a caregiver for Acumen/Outreach, a payroll processor, taking about two-thirds of her time, and owns various rental properties, spending minimal time on this activity.