Larry Skarset
Professional summary
Larry Skarset, who also goes by Larry Lee Skarset, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Santa Clara, California and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Larry has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Larry Skarset's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2026 - Present
IP FINANCIAL ADVISORY SERVICES LLC
February 17, 2023 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210October 24, 2012 - March 2, 2023
LIFEMARK SECURITIES CORP.
April 26, 2011 - October 2, 2012
FSC SECURITIES CORPORATION
October 14, 2009 - February 11, 2011
QA3 FINANCIAL CORP.
September 22, 1997 - March 2, 2009
WESTERN INTERNATIONAL SECURITIES, INC.
March 21, 1986 - August 26, 1997
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2023)
(2/24/2026)
(2/17/2023)
(2/17/2023)
(2/17/2023)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
