Bruce Michael Devoogd

Ip Financial Advisory Services LLC

20 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Insurance PlanningEstate PlanningTax PlanningRetirement Planning

Ip Financial Advisory Services LLC

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

Location

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

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

August 2022

Judgment / Lien

August 2022

Judgment / Lien

December 2021

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Other Business ActivitiesSells Insurance

Bruce is a managing member of Old Harbor Financial LLC, an insurance agency selling non-variable insurance products. He dedicates about half of his time to this activity, with most of it during market hours, and also sells all lines of insurance products through various insurance companies.