Aron Marcinkoski
Aron Marcinkoski is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 19 years of industry experience. Aron 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
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Regulatory History (1)
Customer Dispute
July 2006Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Newbridge Securities CorporationBroker
Windsor Street Capital, LPBroker
J.P. Turner & Company, L.L.C.Broker
Liberty Partners Financial Services, LLCBroker
Liberty Partners Financial Services, LLCBroker
Broad Street Securities, INC.Broker
Lloyd, Scott & Valenti, LTD.Broker
Raike Financial Group INC.Broker
Morgan Wilshire Securities, INC.Broker
Raike Financial Group INC.Broker
Carnegie Investor Services INC.Broker
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.