Investments Plus LLC
Investments Plus LLC (CRD# 306040) is a financial advisory firm headquartered in Waco, TX. They manage $21,000,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts110ACCOUNTS
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Average Account Value$190,909
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Investments Plus LLC
1
Amy Fields (CRD# 2480560) is an Investment Advisor Representative working at Investments Plus LLC in Waco, TX and has over 29 years of experience in the finance industry.
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