Daniel Odigie
Daniel Odigie is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 34 years of industry experience. Daniel 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 (3)
Customer Dispute
August 2003Customer Dispute
July 2003Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Daniel is the owner/agent of MD Capital & Wealth Management LLC, offering accident, health, and life insurance, as well as fixed annuities and practice management consulting. This takes a few hours per week, all during trading hours.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Innovation Partners LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Nbc Securities, INC.
Nbc Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mds Securities IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations8 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.