SS
Shineece L. Sellars
IP FINANCIAL ADVISORY SERVICES LLC
Burlington, NC
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CRD#: 6990178
SS
Professional summary
Shineece Ladawn Sellars, who also goes by Shineece L Sellars, Shineece Sellars, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Burlington, North Carolina and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Shineece is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Shineece has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shineece L Sellars | Shineece Sellars
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Equity Funding Partners LLC Start date 4/14/2025 1451 S Elm-Eugene Street, Greensboro NC 27406 Merger and acquisitions firm; Specializes in corporate buyouts, and real estate and business acquisitions. www.equityfundingpartners.net/ Her role will be to seek and obtain portfolios of real estate for company to purchase. Seh will devote 2-5 hours per week to this activity. A few hours will occur during firm's normal business hours. AFRICAN AMERICAN CULTURAL ARTS & HISTORY CENTER POSITION: Executive Director NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2020 ADDRESS: 2381 Corporation Pkwy, Burlington NC 27215, United States DESCRIPTION: Act as liaison between community and organizationmanage schedule of employeesProcess payroll BENEVOLENCE FARM POSITION: Treasurer NATURE: Non-Profit and Charitable Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 4265 Thompson Mill Rd, Graham NC 27253, United States DESCRIPTION: Work with organizations accountant to explain income and spending to board RELEASE ME INVESTING LLC POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2023 ADDRESS: PO Box 2653, Burlington NC 27216, United States DESCRIPTION: Management of family-owned property. Duties include communicating with tenants, documenting needed repairs, and contacting contractors to complete repairs. I do not collect rent. Keller Williams Realty, Inc. For profit. www.shineece.kw.com Start date: 3/25/2024 Position: Realtor Purpose: Real Estate, sales of commercial/residential real estate. Address: 2280 S Church St. Ste 206, Burlington, NC 27215 Time Commitment: 10 hours per week. Roughly 1 day/week for about 3 hours and 7 hours spent marketing and deal sourcing.
CRS (Client Relationship Summary) - RIA
Click below to view Shineece Ladawn Sellars's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 6, 2025 - Present
IP FINANCIAL ADVISORY SERVICES LLC
RIA
CRD#: 305772
Burlington, NC
Current
March 4, 2025 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210RIA
BD
CRD#: 146344
Charlotte, NC
Past
September 2, 2022 - March 14, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
Greensboro, NC
Past
September 2, 2022 - March 14, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Greensboro, NC
Past
February 19, 2021 - April 1, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
HIGH POINT, NC
Past
February 3, 2021 - April 1, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
HIGH POINT, NC
Past
October 10, 2018 - November 19, 2020
EDWARD JONES
RIA
CRD#: 250
DURHAM, NC
Past
September 17, 2018 - November 19, 2020
EDWARD JONES
BD
CRD#: 250
DURHAM, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
North Carolina(3/5/2025)
IAR
North Carolina(3/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
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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