Be advised. This firm is no longer registered.

David L. Ivey, Registered Investment Adviser

David L. Ivey, Registered Investment Adviser (CRD# 160546) is a financial advisory firm headquartered in Houston, TX. They manage $1,971,619 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $151,663
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at David L. Ivey, Registered Investment Adviser
No Advisor Found.
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