Ims Financial Advisors, Inc.

Ims Financial Advisors, Inc. (CRD# 130914) is a financial advisory firm headquartered in Houston, TX. They manage $83,190,972 in 456 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    456
    ACCOUNTS
  • Average Account Value
    $182,436
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
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.

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

Financial Advisors at Ims Financial Advisors, Inc.
Showing 1 - 10 of 51 top financial advisors.
1
Gregory M. Rickert
CRD#: 2477582
2 Spencer Road, Suite 102, Boerne, TX 78006
101
Wealthminder
score
Gregory Rickert (CRD# 2477582) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Boerne, TX and has over 13 years of experience in the finance industry. Gregory Rickert 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Gordon R. Foster
CRD#: 1028265
6510 Abrams Road, Suite 320, Dallas, TX 75231
98
Wealthminder
score

Gordon Foster (CRD# 1028265) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

3
Joseph C. Allison
CRD#: 2726356
1805 5th Street, Suite 201, Bay City, TX 77414
96
Wealthminder
score

Joseph Allison (CRD# 2726356) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Bay City, TX and has over 22 years of experience in the finance industry. Joseph Allison 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.

4
John T. Brogdon
CRD#: 1450806
West8 Tower, 10205 Westheimer, Suite 500, Houston, TX 77042
96
Wealthminder
score

John Brogdon (CRD# 1450806) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Houston, TX and has over 32 years of experience in the finance industry.

5
Ronald C. Bucchi
CRD#: 1433812
13300 Old Blanco Road, Suite 250, San Antonio, TX 78216
96
Wealthminder
score

Ronald Bucchi (CRD# 1433812) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in San Antonio, TX and has over 32 years of experience in the finance industry. Ronald Bucchi 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.

6
William G. Christian
CRD#: 2521197
975 Corbindale, Suite 109, Houston, TX 77024
96
Wealthminder
score

William Christian (CRD# 2521197) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Houston, TX and has over 23 years of experience in the finance industry. William Christian 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.

7
Melvin H. Ehlert
CRD#: 1081944
2556 Ryan, Brenham, TX 77833
96
Wealthminder
score

Melvin Ehlert (CRD# 1081944) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Brenham, TX and has over 35 years of experience in the finance industry.

8
Andrea K. Freedman
CRD#: 2264335
Bellaire, TX
96
Wealthminder
score

Andrea Freedman (CRD# 2264335) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Bellaire, TX and has over 25 years of experience in the finance industry. Andrea Freedman 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.

9
Dean A. Harvey
CRD#: 3076399
Baton Rouge, LA
96
Wealthminder
score

Dean Harvey (CRD# 3076399) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Baton Rouge, LA and has over 19 years of experience in the finance industry. Dean Harvey 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.

10
James J. Kim
CRD#: 5995274
5337 Yorktown Blvd., Bl003, Suite 301, Corpus Christi, TX 78413
96
Wealthminder
score

James Kim (CRD# 5995274) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Corpus Christi, TX and has over 6 years of experience in the finance industry. James Kim 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.

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