Guy B. Deemer
Professional summary
Guy B Deemer, who also goes by Guy Bernard Deemer, is a registered financial advisor currently at DEEMER WEALTH MANAGEMENT LLC located in Venetia, Pennsylvania and IP FINANCIAL ADVISORY SERVICES LLC located in Venetia, Pennsylvania.
Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Guy has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guy B Deemer's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2018 - Present
DEEMER WEALTH MANAGEMENT LLC
January 8, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 107 Golden Gable Drive, Venetia, PA 15367January 4, 2016 - November 5, 2018
SB ADVISORY, LLC
September 22, 2015 - November 5, 2018
IFS SECURITIES
December 7, 2009 - September 29, 2015
OPPENHEIMER & CO. INC.
December 3, 2009 - September 29, 2015
OPPENHEIMER & CO. INC.
July 31, 2007 - November 24, 2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED
July 31, 2007 - November 24, 2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED
February 14, 2006 - July 31, 2007
RYAN BECK & CO.
April 29, 2002 - July 31, 2007
RYAN BECK & CO.
July 22, 1999 - May 13, 2002
GRUNTAL & CO., L.L.C.
April 17, 1998 - July 1, 1999
E. E. POWELL & COMPANY INC.
July 3, 1996 - April 6, 1998
SUMMIT INVESTMENT GROUP, INC.
January 27, 1995 - July 11, 1996
INVESTACORP, INC.
July 14, 1994 - February 15, 1995
PENN CAPITAL FINANCIAL SERVICES, INC.
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.
Highlighted states indicate IAR registrations
(7/9/2020)
(9/4/2020)
(11/16/2018)
Exams
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.
