Michael Barrows
Michael Barrows is a registered investment advisor at Ip Financial Advisory Services LLC, based in Irvine, CA, with 25 years of industry experience. Michael 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
7545 Irvine Center Drive, Suite 200, Irvine, CA, 92618
Get directionsHistory
Regulatory History (10)
Regulatory
January 2025Regulatory
November 2024Customer Dispute
August 2022Judgment / Lien
September 2017Judgment / Lien
April 2017Customer Dispute
August 2016Judgment / Lien
April 2014Judgment / Lien
January 2013Customer Dispute
December 2008Criminal
April 1980Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
M Stevens Securities, LLCBroker
Kingswood Capital Partners, LLCBroker
Chalice Wealth Advisors
M Stevens Wealth Advisors, LLC
American Asset Advisory, LLC
Accelerated Capital GroupBroker
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Pacific Cornerstone Capital IncorporatedBroker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations2 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.