Jack Dvir (CRD# 4232761) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 23 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Newbury Park, CA | Oct 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Newbury Park, CA | Oct 2023 - Current | < 1 |
| Osaic Wealth, Inc. | Newbury Park, CA | Sep 2023 - Oct 2023 | < 1 |
| Sagepoint Financial | Westlake Village, CA | Apr 2011 - Sep 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- CA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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