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Don Dustin Ivey

Inflection Advisors

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About Don Dustin Ivey

Don Dustin Ivey is a financial advisor with Inflection Advisors and Inflection Retirement Services. Don has been in the financial industry for over 10 years. Don specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Don is registered with the state of California and Texas as an Investment Advisor Representative.

Firm Information

Don Ivey is currently registered with Inflection Advisors. Inflection Advisors is a registered investment advisor with offices in the United States. The firm provides financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, corporations, charitable organizations, other investment advisors, and individuals other than high net worth individuals. The firm manages approximately $42.6 million in assets.

$42.59M

Assets Under Management

6

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Don Ivey’s Registration & Firm History

CA

05/04/2022 - Present

Inflection Advisors (CAMARILLO CA)

CT

07/31/2018 - 05/04/2022

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CA

04/14/2016 - 06/07/2018

DFA SECURITIES LLC (SANTA MONICA CA)

TX

05/06/2013 - 09/25/2014

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 04/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Don Dustin Ivey.
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