Roger Slayton
Roger Slayton is a ChFC-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Danville, VA, with 43 years of industry experience. Roger 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
2321 Riverside Dr., Suite 4, Danville, VA, 24540
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Regulatory 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 ActivitiesSells Insurance
Roger owns Slayton Insurance Services, which includes Slayton Insurance and Financial Services, where he sells variable, indexed annuities, and advisory and investment products, dedicating about full-time hours to it. He also owns Slayton Insurance, selling life, health, long-term care, supplemental, and Medicare-related insurance products, spending a few hours per week on this. Additionally, Roger manages accounts and earns fees on products sold through IP Financial Advisory Services LLC, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investors Security Company, INC.
Investors Security Company, INC.Broker
Walnut Street Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations2 states
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.