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Investment Planning Associates, Inc. Employee Directory

Investment ManagementMaryland, United States2-10 Employees

Investment Planning Associates, Inc. has about 2 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. Investment Planning Associates, Inc.'s workforce held steady between January 2026 and November 2026.

Find Investment Planning Associates, Inc. employees' phone numbers or email addresses

Investment Planning Associates, Inc. Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Investment Planning Associates, Inc.'s Leadership

  • Owner at Investment Planning Associates, Inc.
    J. P. L. C.
    Owner
    Mobile Phone
  • Owner at Investment Planning Associates, Inc.
    J. L.
    Owner
    Mobile Phone
  • Fee-Only Financial Planner at Investment Planning Associates, Inc.
    C. D.
    Fee-Only Financial Planner
    Mobile Phone
  • Financial Advisor at Investment Planning Associates, Inc.
    J. D.
    Financial Advisor
    Mobile Phone
  • Employee at Investment Planning Associates, Inc.
    B. R.
    Mobile Phone

Investment Planning Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Banking is the largest department at 50% of profiles with a known department, unchanged since January 2026, followed by Business (50%, unchanged).

Contact profiles from Investment Planning Associates, Inc.

Name
Title
Contact
Location
Last Update
  • Owner at Investment Planning Associates, Inc.
    J. P. L. C.
    Owner
    Mobile Phone
    United States, Maryland
    May 30, 2026
  • Owner at Investment Planning Associates, Inc.
    J. L.
    Owner
    Mobile Phone
    UNITED STATES
    Jun 25, 2025
  • Fee-Only Financial Planner at Investment Planning Associates, Inc.
    C. D.
    Fee-Only Financial Planner
    Mobile Phone
    United States, District of Columbia
    Mar 24, 2026
  • Financial Advisor at Investment Planning Associates, Inc.
    J. D.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Jul 27, 2024
  • Employee at Investment Planning Associates, Inc.
    B. R.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What are the largest departments at Investment Planning Associates, Inc.?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, unchanged since January 2026, followed by Business (50%, unchanged).

How has Investment Planning Associates, Inc.'s workforce changed over the past year?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc.'s workforce held steady between January 2026 and November 2026. Banking has stayed at 50% of profiles with a known department.

How many employees does Investment Planning Associates, Inc. have currently?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc. has approximately 2 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Investment Planning Associates, Inc.'s key employees and leadership?

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As of November 2026, Investment Planning Associates, Inc.'s key employees include:

  • Owner: J. P. L. C.
  • Owner: J. L.
  • Fee-Only Financial Planner: C. D.
  • Financial Advisor: J. D.
  • : B. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Investment Planning Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc. employees' email format typically follows the pattern of First@ipa-ria.com. Trying to find reliable and up-to-date employee contact data? Find more Investment Planning Associates, Inc. email formats with LeadIQ.

What is Investment Planning Associates, Inc. known for?

Minus sign iconPlus sign iconInvestment Planning Associates, Inc. operates in the Investment Management industry. You can contact Investment Planning Associates, Inc.'s main corporate office by phone at
+1-240-430-****
. Explore Investment Planning Associates, Inc.'s company overview page for more information.

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