TrueAdvisor
TrueAdvisor
JA
JA

John David Alvarez

Ima Advisory Services, INC.
6 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Ima Advisory Services, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
34 advisors
Number of Clients
1,111 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$50K

Location

14221 Dallas Parkway, Suite 700, Dallas, TX, 75254

Get directions

History

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
Ima Advisory Services, INC.
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Familywealth Asset Management
May 2019 - August 2023 · 4 yrs 3 mos
Familywealth
April 2019 - August 2023 · 4 yrs 4 mos
State Registrations3 states
COKSTX
Advisor
Exams
No exam information available for this advisor.