Adviser and broker representative · Ip Financial Advisory Services LLC
Deana C. Ingalls
CRD 2239742 · Charlotte, NC
At a glance
Deana C. Ingalls is an investment adviser representative with Ip Financial Advisory Services LLC in Charlotte, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Deana’s SEC record dates to 1997, about 29 years ago. Deana is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Ip Financial Advisory Services LLCSince January 2025Charlotte, NC · $481M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Deana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.