Ivy Alexander, financial advisor Baltimore MD

Ivy Alexander

CRD Number: 6337827
Current Firm: Wbh Advisory, Inc.

Ivy Alexander (CRD# 6337827) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wbh Advisory, Inc. Baltimore, MD Oct 2018 - Current 3
T. Rowe Price Owings Mills, MD Feb 2013 - Sep 2018 5
Unemployed Baltimore, MD Nov 2012 - Feb 2013 < 1
Transamerica Baltimore, MD Dec 2010 - Nov 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2016
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Ivy M. Alexander
Phone Number: 410-653-7979
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    857
    MILLIONS
  • Total Number of Accounts
    1,496
    ACCOUNTS
  • Average Account Value
    $572,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, DE, FL, IL, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA

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