Advisors at this firm
Robert S
CFP®, Series 66
Charlotte, NC
IA Network, LLC
Robert Schaff is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with IA Network, LLC, a firm he joined in 2022, and has prior experience at Purshe Kaplan Sterling Investments, Hilton Head Capital Partners, and other advisory firms. Outside of advisory roles, Schaff owns and operates Metro Glamping, a backyard and mobile camping service. IA Network, LLC serves individual and high-net-worth clients as well as business and institutional relationships, providing discretionary and non-discretionary asset management and financial planning. The firm uses a combination of behavioral, fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers access to SEI-managed separate accounts alongside retirement plan consulting services.
Maggie S
Series 63, Series 65
Charlotte, NC
IA Network, LLC
Maggie Smith is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at FIRST Allied Securities, Inc. and Stockham Financial Services, where she was a 50% owner and served as CFO/CCO. In addition to her advisory role, she serves as a Notary Public for Moore County. IA Network, LLC primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside financial planning. The firm employs a variety of analytical methods to tailor portfolios to client goals and manages approximately $183 million in assets with a four-advisor team.
Charles S
Series 63, Series 65
Charlotte, NC
IA Network, LLC
Charles Stockham is a financial advisor with IA Network, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include extensive tenure at First Allied Securities and advisory positions at Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of advisory work, he co-manages two family-owned LLCs involved in commercial real estate and farmland holdings. IA Network, LLC serves individual, high-net-worth, business, and institutional clients with discretionary and non-discretionary asset management and financial planning. The firm employs a range of analytical methods to tailor portfolios and offers access to SEI-managed separate accounts, retirement plan consulting, and plan-participant advisory services.
Samuel M
Series 63, Series 65
Mt Pleasant, SC
IA Network, LLC
Samuel Mcninch IV is a financial advisor at IA Network, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Red Oak Capital Management, Great Lakes & Atlantic Wealth Management, and NFP Securities. Mcninch also provides education and research through SquiggleTrader, focusing on trend following trading systems. IA Network, LLC serves individual, high-net-worth, business, and institutional clients, offering discretionary and non-discretionary asset management alongside financial planning. The firm employs a combination of behavioral, fundamental, technical, charting, and cyclical analysis to tailor portfolios aligned with clients’ goals and risk tolerance.