Morris Kaufman
Investment adviser representative at Ip Financial Advisory Services LLC
22 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 yearsFirm in business
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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
22 years in the industry.
- Ip Financial Advisory Services LLCOct 2020 to now
- Innovation Partners LLCOct 2020 to now
- Mercap Advisors, Inc.Feb 2017 to now
- Mercap Securities, LLCFeb 2017 to now
- H. Beck, IncJun 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2764464
- Firm CRD
- 305772