Scott Olson
Scott Olson is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 45 years of industry experience. Scott 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 (10)
Judgment / Lien
February 2025Customer Dispute
March 2024Judgment / Lien
March 2024Customer Dispute
May 2017Regulatory
October 2012Regulatory
December 2008Customer Dispute
December 2004Customer Dispute
November 1999Customer Dispute
September 1999Criminal
November 1977Other Business ActivitiesSells Insurance
Scott is a continuing education instructor, a Florida insurance agent offering various insurance products, and the 100% owner of Atlantic Financial Advisors, an RIA. He also owns InsuredIncome, LLC, a DBA for marketing insurance products; he spends nearly full-time on Atlantic Financial Advisors and a few hours per week on his insurance activities and DBA.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Financial West Group
Financial West GroupBroker
Ifs Advisory, LLC
Ifs SecuritiesBroker
Atlantic Financial Advisors, LLC
Atlantic Financial Advisors, LLC
Merrimac Asset Management
Merrimac Corporate Securities, INC.Broker
World Equity Group, INC.
World Equity Group, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Eisner Securities, INC.Broker
Sunamerica Securities, INC.Broker
Cambridge Investment Research, INC.Broker
Securities Service Network, INC.Broker
Securities America, INC.Broker
Mimlic Sales CorporationBroker
C.R.I. Securities, INC.Broker
Consolidated Resources, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.