AdvisorOS Directory
Claim Profile
Unclaimed Profile
II

Iris Cecelia Israel

LIVINGSTON GROUP ASSET MANAGEMENT COMPANY·CHATTANOOGA, Tennessee
SIE, Series 7, Series 63LIVINGSTON GROUP ASSET MANAGEMENT COMPANY
100 W. MLK BLVD. SUITE 300, CHATTANOOGA, TN 37402-2936CRD# 1547363Firm CRD# 113364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Iris Cecelia Israel · CHATTANOOGA, TN
Registration
CRD #1547363 · LIVINGSTON GROUP ASSET MANAGEMENT COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
LIVINGSTON GROUP ASSET MANAGEMENT COMPANY
CRD 113364 · SEC 801-60356
AUM
$730M
Regulatory assets under management
Employees
19
3,003 client accounts
Services offered by LIVINGSTON GROUP ASSET MANAGEMENT COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LIVINGSTON GROUP ASSET MANAGEMENT COMPANY →
Introduction

Speak with Iris

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Iris is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Iris Cecelia Israel offer?
Iris Cecelia Israel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Iris Cecelia Israel's credentials?
Iris Cecelia Israel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iris Cecelia Israel located?
Iris Cecelia Israel is based in CHATTANOOGA, Tennessee, working with LIVINGSTON GROUP ASSET MANAGEMENT COMPANY. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Iris Cecelia Israel charge for services?
Iris Cecelia Israel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVINGSTON GROUP ASSET MANAGEMENT COMPANY?
LIVINGSTON GROUP ASSET MANAGEMENT COMPANY has approximately 19 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LIVINGSTON GROUP ASSET MANAGEMENT COMPANY

Jon Christopher Long
CHATTANOOGA, TN
Michael Jeremiah Mooney
CHATTANOOGA, TN
James Wallace Woods
CHATTANOOGA, TN
John Justin Woods
CHATTANOOGA, TN
Conrad Brian Levesque
CHATTANOOGA, TN
CFP

More Advisors in CHATTANOOGA, Tennessee

Todd Edward Phillips
WEALTH PRESERVATION ADVISORS, LLC·CHATTANOOGA, TN
Jay William Brooks
BROOKS, MOORE & ASSOCIATES, INC.·CHATTANOOGA, TN
Amy Renee Stone
ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, TN
James Perry Campbell
CAMPBELL ASSET MANAGEMENT, LLC·CHATTANOOGA, TN
John D Eubanks
PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, TN
CFP
Julia Ann Davis
PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, TN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
MEMPHIS (221)NASHVILLE (158)KNOXVILLE (98)BRENTWOOD (93)FRANKLIN (53)JACKSON (18)GERMANTOWN (10)KINGSPORT (8)JOHNSON CITY (7)MURFREESBORO (6)
City Guides
MEMPHIS GuideNASHVILLE GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Request removal of this profile