Shawn Garand Webb
Investment adviser representative at Ip Financial Advisory Services LLC
20 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
20 years in the industry.
- Ip Financial Advisory Services LLCOct 2020 to now
- Innovation Partners LLCOct 2020 to now
- Pacific Crest ServicesMar 2020 to now
- Cetera Advisors LLCJan 2013 to now
- Pacific Crest Wealth ManagementJul 2006 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 2509999
- Firm CRD
- 305772