Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barrows is a registered investment advisor representative with IP Financial Advisory Services LLC, based in Charlotte, NC. Michael has been in the financial services industry since 1997 and has held several positions at firms including M Stevens Securities, LLC, Kingswood Capital Partners, LLC and National Planning Corporation. Michael has a Series 6, 7, 63 and 66 licenses. Michael's firm provides a variety of services including financial planning, portfolio management, consulting services to qualified retirement plans and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services to qualified retirement plans
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
12/12/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CA
06/09/2023 - 07/29/2024
M STEVENS SECURITIES, LLC (IRVINE CA)
CA
07/24/2018 - 02/01/2023
KINGSWOOD CAPITAL PARTNERS, LLC (Irvine CA)
CA
10/24/2017 - 10/02/2018
ACCELERATED CAPITAL GROUP (Costa Mesa CA)
CA
10/06/2003 - 10/20/2017
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
09/13/2001 - 10/10/2002
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
CA
04/14/1999 - 08/31/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
10/06/1997 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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