Shineece Ladawn Sellars
Investment adviser representative at Ip Financial Advisory Services LLC
9 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
9 years in the industry.
- Ip Financial Advisory Services LLCMar 2025 to now
- Keller WilliamsMar 2024 to now
- Mueller ReportsJul 2024 to Jan 2025
- UnemployedJan 2024 to Jun 2024
- Presidia Asset ManagementNov 2023 to Dec 2023
- Mueller ReportsJul 2023 to Nov 2023
- The Prudential Insurance Company of AmericaSep 2022 to Mar 2023
- Pruco Securities LLCAug 2022 to Sep 2022
- Equitable Advisors, LLCFeb 2021 to Mar 2022
- African American Cultural Arts & History CenterJul 2020 to Apr 2023
- Edward JonesAug 2018 to Nov 2020
- Balentine & Borg PllcFeb 2018 to Apr 2018
- Sellars Bookkeeping and Tax PrepJun 2017 to Aug 2018
- Amerilife & Health ServicesJun 2017 to Dec 2017
- Cherry Bekaert LLPSep 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6990178
- Firm CRD
- 305772