Marla S. Press
Professional summary
Marla Sue Press, who also goes by Marla S Press, Marla Press, Marla Press Shapiro, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Houston, Texas and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Marla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Marla has worked at 11 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 Marla Sue Press's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 25, 2021 - Present
IP FINANCIAL ADVISORY SERVICES LLC
May 9, 2021 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210January 2, 2020 - May 12, 2021
ARK GLOBAL, LLC
November 26, 2013 - October 29, 2019
AMG DISTRIBUTORS, INC.
March 18, 2009 - November 19, 2013
ALPS DISTRIBUTORS, INC.
June 25, 2004 - December 22, 2008
BLACKROCK EXECUTION SERVICES
April 15, 2003 - June 15, 2004
UBS FINANCIAL SERVICES INC.
April 15, 2003 - June 15, 2004
UBS FINANCIAL SERVICES INC.
September 23, 1997 - April 2, 2003
BNY MELLON SECURITIES CORPORATION
November 8, 1995 - September 17, 1997
MESIROW FINANCIAL, INC.
April 3, 1993 - October 26, 1994
A. G. EDWARDS & SONS, INC.
July 16, 1992 - April 20, 1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(5/9/2021)
(5/25/2021)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
