Charles Edward Howell
Investment adviser representative at Ip Financial Advisory Services LLC
35 yearsExperience
10 statesRegistered 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
35 years in the industry.
- Ip Financial Advisory Services LLCJun 2021 to now
- Innovation Partners LLCJun 2021 to now
- Bankers Life Securities, Inc.Jun 2016 to now
- Bankers Life & Casualty CompanyDec 2009 to now
- City of Hollywood General Employee Pension FundJan 2007 to now
- Exposure RealtyJan 2005 to now
- Happy TrafficJan 2000 to now
- Charles E Howell, Cpa PaJan 1991 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 10 states (CA, FL, GA, LA, MI, MO, NJ, NV, NY, 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
- 4757297
- Firm CRD
- 305772