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Ivan Russell Thornberry

Grow With ME

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About Ivan Russell Thornberry

Ivan Thornberry is a financial advisor who has been working in the industry since 2009. Ivan Thornberry is currently registered with Grow With ME and is licensed in California. Ivan Thornberry has experience with securities and investment advisory services. Previous employment history includes positions with PRUCO SECURITIES, LLC., METLIFE SECURITIES INC., CLIENT ONE SECURITIES, LLC, INDEPENDENT INSURANCE SALES, NATIONAL LIFE GROUP, HUBLER INSURANCE SERVICES, CREATIVE BENEFITS, INC., and AMERICAN WEALTH ASSOCIATES.

Firm Information

Ivan Thornberry is currently registered with Grow With ME. Grow With ME is a financial advisory firm with a focus on financial planning and portfolio management for both high-net-worth individuals and individuals other than high-net-worth. The firm manages over $33 million in assets for 168 clients. They offer a variety of services, including selection of other advisors and portfolio management for individuals.

$33.57M

Assets Under Management

Not reported

Total Clients

4

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 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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Ivan Thornberry’s Registration & Firm History

CA

11/23/2021 - Present

Grow With ME (Menifee CA)

CA

06/07/2010 - 06/04/2013

PRUCO SECURITIES, LLC. (SAN DIEGO CA)

CA

02/09/2009 - 06/02/2010

METLIFE SECURITIES INC. (MURRIETA CA)

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Licenses & Designations

IA

Issued 12/10/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/31/2012

Series 7 - General Securities Representative Examination

BC

Issued 02/07/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivan Russell Thornberry.
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