Guy Deemer
Guy Deemer is a registered investment advisor at Ip Financial Advisory Services LLC, based in Venetia, PA, with 31 years of industry experience. Guy 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
Venetia, PA
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Regulatory History (6)
Employment Separation After Allegations
September 2015Customer Dispute
July 2014Regulatory
November 2013Regulatory
September 2013Customer Dispute
April 2007Customer Dispute
March 1999Other Business ActivitiesSells Insurance
Guy is an Investment Advisor Representative with IP Financial Advisory Services LLC, dedicating nearly full-time hours to the role. He also owns a commercial building and carries an insurance license for life and health, though he hasn't made any insurance sales in several years, and made a passive cash infusion into Degore Plumbing & Heating.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Deemer Wealth Management LLC
Previous Registrations
Ifs Advisory, LLC
Ifs SecuritiesBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
E. E. Powell & Company INC.Broker
Summit Investment Group, INC.Broker
Investacorp, INC.Broker
Penn Capital Financial Services, INC.Broker
State Registrations3 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.