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
200 W. Hwy 6, Suite 611, Waco, TX 76712
https://investmentsplustx.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Investments Plus LLC
Showing 1 - 1 of 1 top financial advisors.
1
Amy Fields, financial advisor Waco TX
Amy T. Fields
CRD#: 2480560
200 W. Hwy 6, Suite 611, Waco, TX 76712

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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