Mark C. Weatherly
Professional summary
Mark Charles Weatherly, who also goes by Mark Weatherly, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Edmonds, Washington and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Mark has worked at 4 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 Mark Charles Weatherly's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 23, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
March 6, 2026 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210February 17, 2023 - February 13, 2026
KINGSVIEW WEALTH MANAGEMENT, LLC
November 13, 2015 - February 23, 2023
EDWARD JONES
July 27, 2015 - February 23, 2023
EDWARD JONES
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
(1/9/2026)
(1/14/2026)
(12/23/2025)
(12/26/2025)
(1/2/2026)
(12/24/2025)
(12/26/2025)
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.
