David P. Chandler
Professional summary
David Patrick Chandler, who also goes by David Chandler, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Henderson, Nevada and INNOVATION PARTNERS LLC located in Henderson, Nevada.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. David has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Patrick Chandler's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
April 22, 2020 - Present
INNOVATION PARTNERS LLC
May 12, 2020 - September 14, 2020
INNOVATION PARTNERS LLC
September 16, 2019 - February 25, 2020
COOPER MCMANUS
September 3, 2019 - March 27, 2020
SECURITIES AMERICA, INC.
October 4, 2018 - July 30, 2019
SECURITIES AMERICA ADVISORS, INC.
September 20, 2018 - July 30, 2019
SECURITIES AMERICA, INC.
September 21, 2017 - July 6, 2018
J.P. MORGAN SECURITIES LLC
September 21, 2017 - July 6, 2018
J.P. MORGAN SECURITIES LLC
April 24, 2017 - September 12, 2017
OSAIC FA, INC.
April 9, 2017 - September 12, 2017
OSAIC FA, INC.
April 11, 2014 - July 14, 2016
LPL FINANCIAL LLC
April 11, 2014 - July 14, 2016
LPL FINANCIAL LLC
October 1, 2012 - April 16, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - April 16, 2014
J.P. MORGAN SECURITIES LLC
April 6, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 6, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
January 3, 2011 - April 6, 2011
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - April 6, 2011
WELLS FARGO CLEARING SERVICES, LLC
April 2, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
March 19, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
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
(6/4/2025)
(6/13/2025)
(5/23/2021)
(5/28/2021)
(9/12/2024)
(5/27/2020)
(6/4/2020)
(5/16/2022)
(5/16/2022)
(5/27/2022)
(1/4/2023)
(1/26/2024)
(4/24/2024)
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.
