Unclaimed Profile

Charles Zachary Ivey

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 6, Series 7, Series 63, Series 65CFP CFAClean record23 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 4402334Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Zachary Ivey · BIRMINGHAM, AL

Registration

CRD #4402334 · BRIDGEWORTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Dec 2023 – present

LPL FINANCIAL LLC

Oct 2017 – Oct 2017

BIRMINGHAM, AL

BRIDGEWORTH WEALTH MANAGEMENT

Aug 2012 – Mar 2024

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2003 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 31, 2003

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Zachary Ivey offer?

Charles Zachary Ivey specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Charles Zachary Ivey's credentials?

Charles Zachary Ivey holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Zachary Ivey located?

Charles Zachary Ivey is based in BIRMINGHAM, Alabama, working with BRIDGEWORTH, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Charles Zachary Ivey charge for services?

Charles Zachary Ivey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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