Irving Quant
Irving Quant is a registered investment advisor at Cetera Investment Advisers LLC, based in Lubbock, TX, with 6 years of industry experience. Irving operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lubbock, TX
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Irving receives royalties from videos of magic tricks he created for Vanishing Inc. He is also an insurance agent selling insurance products through Avantax Insurance Agency, dedicating about 10-20% of his time, and the owner of IQ Capital Advisors, LLC, the entity through which he offers financial services, taking about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
PNC Managed Account Solutions, INC.
Bbva Securities INC.Broker
Park Avenue Securities LLCBroker
State Registrations2 states
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.