Innovation Partners
Brokers
Why pick this one
Innovation Partners is registered in all states and offers a multi-disciplined approach to financial and management consulting.
Best for
- independent financial advisors
- clients seeking comprehensive financial solutions
- businesses needing tailored consulting
Look elsewhere if
- clients looking for a strictly traditional broker-dealer experience
- individuals needing basic personal financial advisory
Specialties
- investment banking
- risk management
- actuarial analysis
- financial consulting
- insurance consulting
Certifications
- SEC
- FINRA
- SIPC
What makes them different
- registered in all states
- team composed of actuaries, investment professionals, and attorneys
- over 200 years of combined experience
- offices on both the East and West coasts
- multi-disciplined approach to consulting
Distilled from this business's own website.
Contact & Location
- Address
- 5950 Fairview Rd, Charlotte, NC 28210-0084
- Phone
- +17047085461
- Website
- http://www.innovationpartnersllc.com/
Services
- financial advisory
- retirement planning
- management consulting
- insurance solutions
- capital raising