Investacorp Advisory Services Inc.

Investacorp Advisory Services Inc. (CRD# 109011) is a financial advisory firm headquartered in Miami, FL. They manage $2,386,972,126 in 7,016 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,387
    MILLION
  • Total Number of Accounts
    7,016
    ACCOUNTS
  • Average Account Value
    $340,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Investacorp Advisory Services Inc.
Showing 1 - 10 of 200 top financial advisors.
1
Marcos A. Acevedo
CRD#: 2836509
Palm Coast, FL 32137

Marcos Acevedo (CRD# 2836509) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Palm Coast, FL and has over 23 years of experience in the finance industry.

2
Steven R. Allison
CRD#: 1982416
Hurst, TX 76054

Steven Allison (CRD# 1982416) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Hurst, TX and has over 27 years of experience in the finance industry.

3
Thomas H. Allison
CRD#: 842315
Pittsburgh, PA 15217

Thomas Allison (CRD# 842315) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Pittsburgh, PA and has over 37 years of experience in the finance industry.

4
Eugene J. Altstatt
CRD#: 4137
Minneapolis, MN 55416

Eugene Altstatt (CRD# 4137) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Minneapolis, MN and has over 35 years of experience in the finance industry.

5
Marcus A. Arneaud
CRD#: 2858859
Miami, FL 33137

Marcus Arneaud (CRD# 2858859) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Miami, FL and has over 22 years of experience in the finance industry.

6
Jon P. Arnold
CRD#: 4299647
Canfield, OH 44406

Jon Arnold (CRD# 4299647) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Canfield, OH and has over 15 years of experience in the finance industry.

7
William C. Artmann
CRD#: 1420468
Jackson, MS 39216

William Artmann (CRD# 1420468) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Jackson, MS and has over 33 years of experience in the finance industry.

8
Michelle O. Bailey
CRD#: 3054579
Cleveland, MS 38732

Michelle Bailey (CRD# 3054579) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Cleveland, MS and has over 21 years of experience in the finance industry.

9
Gregory Barber
CRD#: 5700979
King Of Prussia, PA 19406

Gregory Barber (CRD# 5700979) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in King Of Prussia, PA and has over 7 years of experience in the finance industry. Gregory Barber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Scott M. Barber
CRD#: 4822754
Dubois, PA 15801

Scott Barber (CRD# 4822754) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Dubois, PA and has over 15 years of experience in the finance industry. Scott Barber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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