Brandon IvyCRD Number: 5565229
Current Firm: Saxon Financial Group
Brandon Ivy (CRD# 5565229) is an Investment Advisor Representative working at Saxon Financial Group in Houston, TX and has over 14 years of experience in the finance industry. Brandon Ivy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Hightower Advisors, LLC
Nxt:gen Financial Planning
|Saxon Financial Group||Houston, TX||Jun 2023 - Current||< 1|
|Linscomb & Williams, Inc.||Houston, TX||Oct 2015 - Jun 2023||7|
|Bank Of America, N.a.||Humble, TX||May 2012 - Oct 2015||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Humble, TX||Mar 2012 - Oct 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management446MILLIONS
Total Number of Accounts1,524ACCOUNTS
Average Account Value$292,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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