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Stephen T
Series 63, Series 66
Mechanicsburg, PA
IP Financial Advisory Services LLC
Stephen Trask is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior experience includes roles at Vanderbilt Advisory Services, Vanderbilt Securities, LLC, and RBC Capital Markets. He also operates a separate business under Trask Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm employs a variety of analytical approaches and manages discretionary portfolios, focusing on non–high-net-worth investors and offering specialized consulting services including actuarial and benefits analysis.
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