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Christopher Lowell Childers

IP Financial Advisory Services LLC

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About Christopher Lowell Childers

Christopher Childers is a financial advisor with IP Financial Advisory Services LLC, a registered investment advisor based in Charlotte, NC. Christopher is a Registered Representative and Investment Advisor Representative. Christopher's career in the industry began in 1992 and is licensed in both North Carolina and Iowa. Christopher offers a variety of services including financial planning, retirement planning, and portfolio management. In addition to working with individual clients, Christopher also provides consulting services to qualified retirement plans.

Firm Information

Christopher Childers is currently registered with IP Financial Advisory Services LLC. IP Financial Advisory Services LLC is a Charlotte, NC-based Registered Investment Advisor with 86 licensed agents. They manage $296,950,627 in assets for 2,290 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They are registered with the SEC as an investment advisor.
IP Financial Advisory Services LLC

5950 FAIRVIEW ROAD, SUITE 140

CHARLOTTE, NC 28210

$296.95M

Assets Under Management

Not reported

Total Clients

107

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services to qualified retirement plans

Consulting services to qualified retirement plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Recurring fees

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Christopher Childers’s Registration & Firm History

NC

11/17/2023 - Present

IP Financial Advisory Services LLC (CHARLOTTE NC)

IA

10/01/2009 - 05/11/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (DES MOINES IA)

IA

02/02/1995 - 10/30/2009

NEW ENGLAND SECURITIES (DES MOINES IA)

MA

01/06/1992 - 02/08/1995

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

01/06/1992 - 02/08/1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 11/15/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Christopher Lowell Childers. Review regulatory record here.
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