John A Doran
Investment adviser representative at Ip Financial Advisory Services LLC
40 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$481.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
40 years in the industry.
- Ip Financial Advisory Services, LLCOct 2025 to now
- Innovation Partners LLCOct 2021 to now
- Gale, West & Doran, Inc.Jun 1986 to now
- Avantax Insurance Agency, LLCJun 2017 to Oct 2021
- Avantax Advisory ServicesMay 1997 to Oct 2021
- Avantax Investment Services, Inc.Jul 1993 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2387518
- Firm CRD
- 305772