Christopher Childers
Christopher Childers is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 28 years of industry experience. Christopher 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)
Regulatory
September 2019Employment Separation After Allegations
April 2018Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent for various companies through Childers Management Corp, dedicating nearly full-time hours to this. He also owns Childers, Cale, Kennedy and Associates, where he spends about 10% of his time selling and servicing fixed insurance products.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
New England SecuritiesBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
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.