Shineece Sellars
Shineece Sellars is a registered investment advisor at Ip Financial Advisory Services LLC, based in Burlington, NC, with 4 years of industry experience. Shineece 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
Burlington, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shineece is involved in several outside business activities, including working for Equity Funding Partners LLC, serving as Executive Director for the African American Cultural Arts & History Center, and acting as Treasurer for Benevolence Farm. She also owns Release Me Investing LLC, managing family-owned property, and works as a realtor for Keller Williams Realty, Inc., dedicating about 10% of her time to this.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations1 state
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.