Investors Portfolio Services LLC

Investors Portfolio Services LLC (CRD# 117299) is a financial advisory firm headquartered in Puyallup, WA. They manage $59,009,930 in 356 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $165,758
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)
  • Educational seminars/workshops
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.

TX, WA

Financial Advisors at Investors Portfolio Services LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frank V. Gallo
CRD#: 2174876
2832 South Meridian, Suite 201, Puyallup, WA 98373
96
Wealthminder
score

Frank Gallo (CRD# 2174876) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 26 years of experience in the finance industry. Frank Gallo 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
Bradford C. Davis
CRD#: 1022758
2832 South Meridian, Suite 201, Puyallup, WA 98373
93
Wealthminder
score

Bradford Davis (CRD# 1022758) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 32 years of experience in the finance industry.

3
Thomas J. Bowman
CRD#: 6343756
2832 South Meridian, Suite 201, Puyallup, WA 98373
88
Wealthminder
score

Thomas Bowman (CRD# 6343756) is an Investment Advisor Representative working at Investors Portfolio Services LLC in Puyallup, WA and has over 2 years of experience in the finance industry.

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