Investment Management Services Group, LLC

Investment Management Services Group, LLC (CRD# 144031) is a financial advisory firm headquartered in Melbourne, FL. They manage $12,500,000 in 104 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
    104
    ACCOUNTS
  • Average Account Value
    $120,192
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
850 Nw Federal Highway, Suite 205, Stuart, FL 34994
93
Wealthminder
score

Julie Decker (CRD# 1859609) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Stuart, FL and has over 11 years of experience in the finance industry.

2
Thomas W. Markosky
CRD#: 2790860
4800 Dairy Road, Suite 101, Melbourne, FL 32904
64
Wealthminder
score

Thomas Markosky (CRD# 2790860) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Melbourne, FL and has over 21 years of experience in the finance industry. Thomas Markosky 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.

3
Paul F. McCarthy
CRD#: 1298685
850 Nw Federal Highway, Suite 205, Stuart, FL 34994
38
Wealthminder
score

Paul McCarthy (CRD# 1298685) is an Investment Advisor Representative working at Investment Management Services Group, LLC in Stuart, FL and has over 33 years of experience in the finance industry.

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