Ivan Truss is a CFA-designated registered investment advisor, based in Birmingham, AL, with 4 years of industry experience.
Location
2318 2nd Avenue North, Birmingham, AL, 35203
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Arete Wealth Management, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Arete Wealth Advisors, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations3 states
ALDCFL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.