Aron Joseph Marcinkoski

Ip Financial Advisory Services LLC

19 Years of Experience

1 DisclosureBroker

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 (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2006

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Ip Financial Advisory Services LLC

September 2023 - Present · 2 yrs 5 mos

Innovation Partners LLC

July 2023 - Present · 2 yrs 7 mos

Innovation Partners LLCBroker

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Newbridge Securities CorporationBroker

February 2021 - August 2021 · 6 mos

Windsor Street Capital, LPBroker

November 2013 - December 2016 · 3 yrs 1 mo

J.P. Turner & Company, L.L.C.Broker

August 2011 - October 2013 · 2 yrs 2 mos

Liberty Partners Financial Services, LLCBroker

January 2011 - January 2011 · 0 mos

Liberty Partners Financial Services, LLCBroker

June 2009 - August 2010 · 1 yr 2 mos

Broad Street Securities, INC.Broker

June 2004 - June 2009 · 5 yrs

Lloyd, Scott & Valenti, LTD.Broker

October 2003 - May 2004 · 7 mos

Raike Financial Group INC.Broker

February 2003 - October 2003 · 8 mos

Morgan Wilshire Securities, INC.Broker

November 2001 - October 2002 · 11 mos

Raike Financial Group INC.Broker

January 2001 - August 2001 · 7 mos

Carnegie Investor Services INC.Broker

March 1999 - January 2001 · 1 yr 10 mos

State Registrations4 states

AZCAFLNV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.