Ivan Sacks, financial advisor Dallas TX
68 score

Ivan Sacks

CRD Number: 1026487
Current Firm: National Asset Management, Inc.

Ivan Sacks (CRD# 1026487) is an Investment Advisor Representative working at National Asset Management, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsley Advisors, LLC Dallas, TX Apr 2015 - Current 1
National Asset Management Dallas, TX Apr 2015 - Current 1
Prospera Financial Services Dallas, TX Oct 2004 - Apr 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ivan S. Sacks
Phone Number: 206-343-6238
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,051
    MILLIONS
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
68

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