Financial ADVSR advisor directory · SEC adviser records
Ipex, Inc. financial advisors in Plymouth, MI
Every SEC-registered investment adviser representative at a Ipex, Inc. office in Plymouth, A to Z.
The short answer
3 registered advisors work at Ipex, Inc. in Plymouth, out of 3 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Ipex, Inc. advisors in Plymouth, A to Z
Every Ipex, Inc. advisor →- Steven J. CupchakChartered Financial Analyst
- Shale P. LappingChartered Financial Analyst
- Neha K. PatelInvestment adviser rep
Ipex, Inc. advisors in every city and state →Ipex, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plymouth
All Plymouth advisors →UBS Financial Services Inc. 25Raymond James & Associates, Inc. 16J.P. Morgan Securities LLC 15Edward Jones 7LPL Financial LLC 7Ameriprise Financial Services, LLC 5Cetera Investment Advisers LLC 5Equitable Advisors, LLC 4Gem Asset Management, LLC 4Oppenheimer & Co. Inc. 4Raymond James Financial Services Advisors, Inc. 4Thrivent Investment Management Inc. 4
Questions
How many financial advisors does Ipex, Inc. have in Plymouth?
3 investment adviser representatives are registered at Ipex, Inc. offices in Plymouth, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Ipex, Inc. one of the largest advisor employers in Plymouth?
Ipex, Inc. ranks number 16 in Plymouth by registered advisors; UBS Financial Services Inc. has the most, with 25.
How do I check a Ipex, Inc. advisor in Plymouth?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ipex, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.