Michael Barrows
Investment adviser representative at Ip Financial Advisory Services LLC
23 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
23 years in the industry.
- Ip Financial Advisory Services LLCJul 2024 to now
- Innovation Partners LLCJul 2024 to now
- Kingswood Capital PartnersJul 2018 to Feb 2023
- Chalice Wealth Advisors, LLCJul 2018 to Sep 2018
- M Stevens Wealth AdvisorsApr 2018 to Jul 2024
- American Asset Advisory, LLCNov 2017 to Apr 2018
- Accelerated Capital Group, Inc.Jan 2017 to Oct 2018
- Trilogy Capital IncJan 2016 to Oct 2017
- National Planning CorporationOct 2003 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2933260
- Firm CRD
- 305772