Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement Planning
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
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Location

5950 Fairview Road, Suite 140, Charlotte, NC, 28210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig owns CM Consulting and provides business consulting to CEOs of privately owned companies. He dedicates a few hours per week to about 10-20% of his time to this activity.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Dynamic Wealth Advisors
June 2011 - December 2023 · 12 yrs 6 mos
Synergy Investment Group, LLC
July 2004 - June 2010 · 5 yrs 11 mos
Cue
March 2002 - June 2002 · 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.