Richard Kash
Richard Kash is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 37 years of industry experience. Richard 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
Get directionsHistory
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 Activities
Richard is a managing partner at NAV Capital since 2010, but devotes no time to the business. He also owns Kash is King, LLC for business expenses and tax purposes, spending minimal time on it. Richard also receives fees from Longevity Market Assets for RIA Referrals, dedicating a few hours per week.
Employment History
Current Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
First Financial Equity Corporation
First Financial Equity CorporationBroker
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Good Harbor Financial
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Naples Asset Management CO., LLC
Naples Ais, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Riversource Fund Distributors, INC.Broker
Riversource Investments
Riversource Distributors, INC.Broker
Columbia Management Advisors, LLC
Columbia Management Distributors, INC.Broker
Bacap Distributors, LLC
Bacap Distributors, LLCBroker
Stephens INC.
Stephens INC.Broker
Evergreen Investment Services, INC.Broker
Gt Global, INC.Broker
Van Kampen Merritt 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.