Ian
Flores

Ntv Asset Management, LLC

CRD#2658468
Investment Advisor
in Charleston, WV

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About this Advisor

Ian Flores is a financial advisor operating in Charleston, West Virginia who has 4 years of relevant experience. Flores is on the advisory team at Ntv Asset Management, LLC. Throughout their career, Flores has worked at Ntv Asset Management, LLC and Bb&T Asset Management, Inc. Flores maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in West Virginia. Ntv Asset Management, LLC is a financial advisory firm operating out of Charleston, WV. It controls $678 million in assets under management between its 748 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 748 accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types billed by Ntv Asset Management, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

216 Brooks Street Suite 300
Charleston, WV 25301

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Ntv Asset Management, LLC Brokerage Details

Total Assets Under Management

$678,258,395

WV Average: $493,341,091
Total Number of Employees

5

WV Average: 16
Total Number of Accounts

748

WV Average: 1,028
Average Account Size

$906,763

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ian Flores Work History

Ian has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Ntv Asset Management, LLC

2000 - 2019 (19 years)

Bb&T Asset Management, Inc

*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 Ian Flores 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 Ntv Asset Management, LLC

Bradley Foster
Charleston, WV
John Valentine
Charleston, WV
John Valentine
Charleston, WV
Ian Flores
Charleston, WV
James Thomas
Charleston, WV

The content in this profile was updated by SmartAsset on 4/16/2023. 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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