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Charles James Ives

WAO ADVISORY, LLC·LAS VEGAS, Nevada
Unclaimed Profile
7336 W POST ROAD, LAS VEGAS, NV 89113CRD# 7829874Firm CRD# 320688
01

About

Charles James Ives is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with WAO ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WAO ADVISORY, LLC
WAO ADVISORY, LLC
AUM
$6K
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WAO ADVISORY, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7829874
Firm CRD# 320688
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles James Ives offer?
Charles James Ives specializes in Investment Management, Fee-Only Advisory. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Charles James Ives's credentials?
Charles James Ives is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles James Ives located?
Charles James Ives is based in LAS VEGAS, Nevada, working with WAO ADVISORY, LLC. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Charles James Ives charge for services?
Charles James Ives's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAO ADVISORY, LLC?
WAO ADVISORY, LLC has approximately 8 employees and manages $6K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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