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 (26)
Customer Dispute
August 2025Customer Dispute
January 2025Customer Dispute
October 2024Customer Dispute
September 2024Employment Separation After Allegations
July 2024Customer Dispute
February 2024Regulatory
December 2023Customer Dispute
November 2023Customer Dispute
September 2023Customer Dispute
July 2023Customer Dispute
July 2023Customer Dispute
April 2023Customer Dispute
January 2023Customer Dispute
November 2022Customer Dispute
November 2022Customer Dispute
October 2022Customer Dispute
October 2022Customer Dispute
July 2022Customer Dispute
July 2022Customer Dispute
June 2022Customer Dispute
June 2022Customer Dispute
April 2022Customer Dispute
August 2021Customer Dispute
December 2019Criminal
April 2011Judgment / Lien
May 2008Other Business ActivitiesSells Insurance
Daniel is an agent for life and variable insurance, involved in commercial and residential lending through Simple Property, Inc., and provides estate and tax planning strategies and investments through Estate Planning Team. He also owns Beechwerks Management, a management consulting firm, dedicating a few hours per week, and Simple Wealth LLC, dedicating about a quarter of his time.