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
  • Total Number of Accounts
  • Average Account Value
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


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