Ivy
Alexander
Wbh Advisory, Inc
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About this Advisor
Ivy Alexander is a financial advisor who works in Pikesville, Maryland. Alexander is an employee of Wbh Advisory, Inc. Their career trajectory has included roles at T. Rowe Price and Wbh Advisory, Inc. Alexander has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Wbh Advisory, Inc is a company based out of Pikesville, MD. The firm has offices in six locations and a total of 13 people on staff. It handles $1 billion in assets across its 2,121 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 2,121 accounts, 39% are held by high-net-worth individuals who have more than $1 million in investable assets. Wbh Advisory, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services are offered. Fee types charged by Wbh Advisory, Inc can include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wbh Advisory, Inc Brokerage Details
$1,110,610,957
13
2,121
$523,626
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Ivy Alexander Work History
Ivy has been registered as a financial advisor for 0 years.*
Wbh Advisory, Inc
T. Rowe Price
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ivy Alexander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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