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Larry Sanders

IP Financial Advisory Services LLC

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About Larry Sanders

Larry Sanders has been in the financial services industry since December 2014. Larry is currently registered with IP Financial Advisory Services LLC in Texas and Arizona. Larry is also a registered Investment Advisor Representative (IAR) in Texas. Larry has held prior registrations with Parsonex Securities, Inc. and CCF Investments, Inc. Larry is licensed to provide securities advice and investment advisory services to individuals, businesses, retirement plans, and other qualified investors. Larry is an active member of the US Army Reserves.

Firm Information

Larry Sanders 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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Larry Sanders’s Registration & Firm History

TX

05/20/2021 - Present

IP Financial Advisory Services LLC (Grand Prairie TX)

CA

10/31/2019 - 05/19/2021

PARSONEX SECURITIES, INC. (Orange CA)

CO

08/08/2017 - 12/05/2018

PARSONEX SECURITIES, INC. (Englewood CO)

GA

05/22/2013 - 12/31/2015

C C F INVESTMENTS, INC. (GREENSBORO GA)

TX

06/01/2012 - 05/01/2013

PFS INVESTMENTS INC. (WICHITA FALLS TX)

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Licenses & Designations

IA

Issued 01/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Larry Sanders. Review regulatory record here.
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