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David Chandler

Advisor at IP Financial Advisory Services LLC

Updated today

Location

Henderson, NV

Credentials

Series 66

Industry experience

18 years

About

David Chandler is a financial advisor at IP Financial Advisory Services LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Innovation Partners LLC and Securities America, Inc. Since 2024, he has volunteered with the Black Mountain Detachment 495 Marine Corps League. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analyses and discretionary authority in portfolio construction and also refers clients to third-party investment advisors while offering insurance and risk management services.

Client services

Based on IP Financial Advisory Services LLC

Financial planning Portfolio management Pension consulting Selection of other advisers
Consulting services to qualified retirement plans

Expertise

Based on IP Financial Advisory Services LLC

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on IP Financial Advisory Services LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for consulting and financial planning ranging from $500 to $20,000 per plan

Percentage

Less than $10,000 - $24,999: 1.25% to 3% $25,000 - $100,000: 1.00% to 2.75% $100,000 - $250,000: 0.75% to 2.50% Greater than $250,000+: 0.50% to 2.00%

Project-based

Hourly fees up to $500 per hour for consulting and financial planning services

Other

Account minimum: $150,000 Minimum fee: Financial planning and consulting services fees paid at time of service or upon billing, hourly fees up to $500 per hour, fixed fees range from $500 to $20,000 per plan Fee-only: Consulting fees on hourly, flat, recurring, or fixed-fee basis; fees paid at time of service or upon billing

Location

Henderson, NV

Most active in

Arizona · California · Colorado · District of Columbia · Nevada · Oregon · Utah · Washington

Work history

Innovation Partners LLC

2020 - Present (6 years)

IP Financial Advisory Services LLC

2020 - Present (6 years)

Securities America, inc.

2019 - 2020 (1 year)

Cooper Financial Group

2019 - 2020 (1 year)

Securities America, inc.

2018 - 2019 (1 year)

Securities America Advisors

2018 - 2019 (1 year)

Jp Morgan Securities, Llc

2017 - 2018 (1 year)

Lincoln Financial Advisors Corporation

2017 - 2017 (1 year)

UnEmployed

2016 - 2017 (1 year)

LPL Financial, llc

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason H

Series 65

Henderson, NV

Ensourceful, Inc.

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

General retirement planning Tax-loss harvesting Roth conversion strategy
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Zachary T

CFP®, Series 63, Series 65

Las Vegas, NV

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Zachary Taylor is a CFP® professional with five years of industry experience. He currently serves as an advisor at West Ridge Advisors and previously worked at Arista Wealth Management. His background also includes roles in credit unions and education. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing approximately $268 million in assets for about 398 clients.

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis
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Seth G

Series 65

Henderson, NV

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Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.

Wealth management Passive / index investing Active portfolio management
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De G

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Las Vegas, NV

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De Gao is the sole advisor at GAO Investments, holding a Series 65 designation with eight years of industry experience. His prior work includes roles at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing both fundamental and technical analysis with active strategies including options and margin. The firm operates as a single-officer advisory entity and uses a performance-based compensation model billed by invoice rather than a percentage-of-assets fee.

Active portfolio management Options & derivatives strategies
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Robert L

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Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.

Wealth management
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Options & derivatives strategies
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