Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Ives is a financial advisor with Luther King Capital Management Corp. based in Fort Worth, TX. Alan has been in the financial services industry since March 2015 and has a strong track record of success. He is a Chartered Financial Analyst and holds the Series 7, Series 63, and SIE licenses. Alan's expertise lies in providing investment consulting services and non-discretionary investment advice to individuals, businesses, and investment companies. He has extensive experience in portfolio management and financial planning, helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Investment consulting services/non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/22/2015 - Present
Luther King Capital Management Corp. (FORT WORTH TX)
TX
05/01/2015 - 07/14/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
BC
Issued 06/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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