Richard Hrbacek (CRD# 3106485) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in La Grange, TX and has over 19 years of experience in the finance industry.
CRD# 849291
Edward Jones
Score
96
CRD# 1504253
Thrivent Investment Management Inc.
Score
96
CRD# 5206598
Lpl Financial LLC
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Houston, TX | Nov 2017 - Current | < 1 |
| Ims Financial Advisors, Inc. | Houston, TX | Jul 1998 - Current | 19 |
| Ims Securities, Inc. | Houston, TX | Jul 1998 - Nov 2017 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
- TX
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts456ACCOUNTS
-
Average Account Value$182,436
- 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
- Selection of other advisers (including private fund managers)
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