Mark Charles Weatherly
Investment adviser representative at Ip Financial Advisory Services LLC
11 yearsExperience
7 statesRegistered in
ChFC®Designation
$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
11 years in the industry.
- Ip Financial Advisory Services LLCDec 2025 to now
- Kingsview Partners LLCFeb 2023 to now
- Kingsview Wealth Management LLCFeb 2023 to now
- Edward JonesMay 2015 to Feb 2023
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, ID, MT, TX, WA, WI).
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
- 6484237
- Firm CRD
- 305772