Charles Milton Harris
Investment adviser representative at Ip Financial Advisory Services LLC
15 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 yearsFirm in business
Are you Charles Milton Harris? Claim your profile
Contact this firm
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
15 years in the industry.
- Ip Financial Advisory Services LLCNov 2025 to now
- Innovation Partners LLCNov 2025 to now
- Raiser, LLCJan 2025 to now
- The Gardens CasinoJan 2024 to Mar 2026
- UnemployedDec 2023 to Dec 2023
- Innovation Partners LLCMar 2023 to Nov 2023
- The Gardens CasinoJul 2022 to Apr 2023
- UnemployedApr 2022 to Jun 2022
- First Canterbury Securities, Inc.Nov 2020 to Mar 2021
- The Commerce CasinoJul 2019 to Mar 2022
- Titan SecuritiesApr 2018 to Dec 2018
- LyftOct 2017 to Jun 2019
- First Canterbury SecuritiesOct 2016 to Nov 2017
- Raiser, LLCSep 2014 to Jan 2020
- Marketing Investors Corp/allied Marketing GroupApr 2011 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2574172
- Firm CRD
- 305772