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James Neaylon

IP Financial Advisory Services LLC

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About James Neaylon

James Neaylon III has been in the financial services industry since 1987. James is currently registered with IP Financial Advisory Services LLC in Illinois. James has experience working with individuals, businesses and retirement plans. James is also a board member of several non-profit organizations.

Firm Information

James Neaylon 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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James Neaylon’s Registration & Firm History

IL

09/06/2022 - Present

IP Financial Advisory Services LLC (Chicago IL)

IL

02/25/2021 - 09/14/2022

EQUITABLE ADVISORS, LLC (DEERFIELD IL)

IL

03/01/1996 - 03/02/2021

MML INVESTORS SERVICES, LLC (CHICAGO IL)

NA

01/07/1987 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 08/24/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Neaylon.
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