Malik Pearson
Malik Pearson is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 23 years of industry experience. Malik 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 (2)
Employment Separation After Allegations
January 2007Customer Dispute
August 1997Employment History
Current Registrations
Ip Financial Advisory Services LLC
Previous Registrations
Innovation Partners LLC
PHD CapitalBroker
International Financial Solutions, INC.Broker
Emerald Investments, INC.Broker
PHD CapitalBroker
U.S. Securities & Futures CORP.Broker
Financial World CorporationBroker
Pro-Integrity Securities, INC.Broker
Financial World CorporationBroker
Raike Financial Group INC.Broker
Sunpoint Securities, INC.Broker
The Golden, Lender Financial Group, INC.Broker
Dalton Kent Securities Group, INC.Broker
Duke & CO., INC.Broker
State Registrations4 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.