Jeffrey
Ivory
Gainplan LLC
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About this Advisor
Jeffrey Ivory is a financial advisor based in Bloomfield Hills, Michigan, working with Gainplan LLC. Jeffrey has previously held positions at Linsco/Private Ledger and Gainplan LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Jeffrey is part of Gainplan LLC, which operates out of Bloomfield Hills, Michigan. The firm has 11 employees and manages assets totaling $381.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Gainplan LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gainplan LLC Brokerage Details
$381,096,699
11
1,546
$246,505
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Ivory Work History
Gainplan LLC
Linsco/Private Ledger
Disclosures
Please visit the SEC profile of Jeffrey Ivory to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gainplan LLC
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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