Guillermo Nodarse
Guillermo Nodarse is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 37 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Guillermo works as an independent tutor for Libris Academy in Winter Park, Florida. This non-investment related activity takes nearly full-time hours each week.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Innovation Partners LLC
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Realty Capital Securities, LLCBroker
Cobalt Capital, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Steadfast Capital Markets Group, LLCBroker
Terra Securities, LLCBroker
Lightstone Securities, LLCBroker
Transamerica Capital, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
Sunamerica Capital Services, INC.Broker
Transamerica Capital, INC.Broker
Addison Financial Services, INC.Broker
Shubert Rizor Securities, INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.