Magdalena Santos, financial advisor Houston TX
93 score

Magdalena Santos

CRD Number: 4502680
Current Firm: Ims Financial Advisors, Inc.

Magdalena Santos (CRD# 4502680) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ims Financial Advisors, Inc. Houston, TX Feb 2008 - Current 8
Ims Securities, Inc. Houston, TX Dec 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Magdalena B. Santos
Phone Number: 713-266-2993
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $157,316
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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