David Patrick Chandler
Investment adviser representative at Ip Financial Advisory Services LLC
10 yearsExperience
8 statesRegistered in
$481.4MFirm assets
6 yearsFirm in business
Are you David Patrick Chandler? 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
10 years in the industry.
- Ip Financial Advisory Services LLCApr 2020 to now
- Innovation Partners LLCApr 2020 to now
- Securities America, Inc.Aug 2019 to Mar 2020
- Cooper Financial GroupAug 2019 to Feb 2020
- Securities America AdvisorsSep 2018 to Jul 2019
- Securities America, Inc.Sep 2018 to Jul 2019
- JP Morgan Securities, LLCSep 2017 to Jul 2018
- Lincoln Financial Advisors CorporationApr 2017 to Sep 2017
- UnemployedJun 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, DC, NV, OR, UT, WA).
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
- 5273942
- Firm CRD
- 305772