Investment Management Services Group, LLC

Investment Management Services Group, LLC (CRD# 144031) is a financial advisory firm headquartered in Melbourne, FL. They manage $12,600,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $105,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Investment Management Services Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Julie M. Decker
CRD#: 1859609
4800 Dairy Road, Suite 101, Melbourne, FL 32904
93
Wealthminder
score

Julie Decker (CRD# 1859609) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 9 years of experience in the finance industry.

2
Thomas W. Markosky
CRD#: 2790860
4800 Dairy Road, Suite 101, Melbourne, FL 32904
81
Wealthminder
score

Thomas Markosky (CRD# 2790860) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 20 years of experience in the finance industry.

3
Paul F. McCarthy
CRD#: 1298685
4800 Dairy Road, Suite 101, Melbourne, FL 32904
26
Wealthminder
score

Paul McCarthy (CRD# 1298685) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 32 years of experience in the finance industry.

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