Ims Financial Advisors, Inc.

Ims Financial Advisors, Inc. (CRD# 130914) is a financial advisory firm headquartered in Houston, TX. They manage $76,140,778 in 484 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • 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
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, MD, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WV

Financial Advisors at Ims Financial Advisors, Inc.
Showing 1 - 10 of 63 top financial advisors.
1
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 20 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.

2
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 30 years of experience in the finance industry.

3
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 30 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.

4
Lester D. Butler
CRD#: 1828372
Friendswood, TX
96
Wealthminder
score

Lester Butler (CRD# 1828372) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Friendswood, TX and has over 28 years of experience in the finance industry.

5
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 22 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.

6
Beth A. Debouvre
CRD#: 3176483
21 Kercheval Ave,, Suite 320, Grosse Pointe Farms, MI 48236
96
Wealthminder
score

Beth Debouvre (CRD# 3176483) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Grosse Pointe Farms, MI and has over 17 years of experience in the finance industry. Beth Debouvre 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 33 years of experience in the finance industry.

8
Kristopher F. Etter
CRD#: 4562123
5217 Mckinney Ave., Suite 201, Dallas, TX 75205
96
Wealthminder
score

Kristopher Etter (CRD# 4562123) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Dallas, TX and has over 13 years of experience in the finance industry. Kristopher Etter 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
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 23 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.

10
Dean A. Harvey
CRD#: 3076399
10205 Westheimer Road, Suite 500, Houston, TX 77042
96
Wealthminder
score

Dean Harvey (CRD# 3076399) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Houston, TX and has over 18 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.

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