Brandon
Ivy
Saxon Financial Group
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About this Advisor
Brandon Ivy is a financial advisor based in Houston, Texas, working with Saxon Financial Group. Brandon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Linscomb & Williams, Inc, and Saxon Financial Group. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Brandon is part of Saxon Financial Group, which operates out of Houston, Texas. The firm has 16 employees and manages assets totaling $535.0 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, pension consulting services, and selection of other advisers. The fee structure at Saxon Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxon Financial Group Brokerage Details
$535,001,107
16
2,208
$242,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brandon Ivy Work History
Saxon Financial Group
Linscomb & Williams, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Brandon Ivy 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 Saxon Financial Group
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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