Mario Brown
Investment adviser representative at Ip Financial Advisory Services LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Amazon FlexApr 2026 to now
- Ip Financial Advisory Services LLCOct 2025 to now
- Innovation Partners LLCOct 2025 to now
- Army ReserveOct 2014 to now
- AgiaMay 2024 to Sep 2025
- Valic Financial Advisors, Inc.May 2024 to Sep 2025
- Bank of America, N.A.Mar 2023 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Apr 2024
- Nylife Securities LLCAug 2022 to Feb 2023
- New York Life Insurance CompanyJun 2022 to Feb 2023
- Valencia CollegeOct 2021 to Feb 2026
- Motto Mortgage SecureFeb 2021 to Jun 2022
- Freedom MortgageAug 2020 to Jan 2021
- Ocwen Financial / Phh MortgageDec 2019 to Aug 2020
- UnemployedNov 2019 to Dec 2019
- South Florida Water Management DistrictAug 2019 to Oct 2019
- Slavic401kAug 2018 to Jul 2019
- JP Morgan ChaseOct 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7541223
- Firm CRD
- 305772