MI
MI

Michael Ipp

41 Years of Experience
Livingston, NJ
Broker

Michael Ipp is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Livingston, NJ, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

316 Eisenhower Parkway, Livingston, NJ, 07039

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2009 - December 2009 · 4 mos
Citigroup Global Markets INC.
May 2002 - April 2009 · 6 yrs 11 mos
Citigroup Global Markets INC.Broker
March 2001 - April 2009 · 8 yrs 1 mo
Prudential Securities IncorporatedBroker
September 1989 - April 2001 · 11 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
May 1985 - September 1989 · 4 yrs 4 mos
Bevill, Bresler & Schulman IncorporatedBroker
August 1984 - April 1985 · 8 mos
State Registrations15 states
AZCACODCFLILMAMDNCNJNYPATXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Ipp - Financial Advisor | TrueAdvisor