Christopher Lowell Childers

Ip Financial Advisory Services LLC

28 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Insurance PlanningEstate PlanningTax PlanningRetirement Planning

Ip Financial Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

118 advisors

Number of Clients

2,041 clients

Average Client Portfolio

$223K average

Assets Under Management

$456.1M

Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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History

Regulatory History (2)

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Regulatory

September 2019

Final

Employment Separation After Allegations

April 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent for various companies through Childers Management Corp, dedicating nearly full-time hours to this. He also owns Childers, Cale, Kennedy and Associates, where he spends about 10% of his time selling and servicing fixed insurance products.

Employment History

Current Registrations

Ip Financial Advisory Services LLC

November 2023 - Present · 2 yrs 3 mos

Previous Registrations

Cambridge Investment Research, INC.Broker

October 2009 - May 2018 · 8 yrs 7 mos

New England SecuritiesBroker

February 1995 - October 2009 · 14 yrs 8 mos

John Hancock Mutual Life Insurance CompanyBroker

January 1992 - February 1995 · 3 yrs 1 mo

John Hancock Distributors, INC.Broker

January 1992 - February 1995 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.