Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$481,397,453
ClientsTotal clients
2,001
AdvisorsAdvisors at this office
2
Of 129 advisors across 107 offices
Location
Dallas TX
Advisors at this office
2
Advisors at this office
Charles H
Series 63, Series 66, Series 65
Dallas, TX
IP Financial Advisory Services LLC
Charles Harris is a financial advisor with IP Financial Advisory Services LLC in Dallas, TX, holding Series 63, 65, and 66 licenses and 14 years of industry experience. His prior work includes roles at Raiser, LLC, First Canterbury Securities, and various positions in the gaming industry. Outside of advising, he works as a poker dealer at The Gardens Casino and drives for a ride-share service. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and specialized consulting services, including actuarial and insurance consulting. The firm focuses on non-high-net-worth investors and retirement plan participants, providing personalized portfolio construction and discretionary management options.
Eric W
CFA®, Series 63, Series 65
Dallas, TX
IP Financial Advisory Services LLC
Eric Willer is a CFA® charterholder with 20 years of experience in the financial industry. He is currently affiliated with IP Financial Advisory Services LLC and has prior experience at firms including Fusion Analytics Investment Partners and Family First Life. Outside of his advisory roles, he is involved with WD Wealth Strategies, providing tax advisory services and client education, and engages in solar panel referrals through Green Day. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors, focusing on non-high-net-worth individuals.
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