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Ryan Zachary Rourke

DOLIVER ADVISORS, L.P.·HOUSTON, Texas
SIE, Series 6TO, Series 63Clean recordDOLIVER ADVISORS, L.P.
6363 WOODWAY, HOUSTON, TX 77057CRD# 7326292Firm CRD# 106247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Zachary Rourke · HOUSTON, TX
Registration
CRD #7326292 · DOLIVER ADVISORS, L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DOLIVER ADVISORS, L.P.
CRD 106247 · SEC 801-44471
AUM
$565M
Regulatory assets under management
Employees
12
506 client accounts
Services offered by DOLIVER ADVISORS, L.P.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at DOLIVER ADVISORS, L.P. →
Introduction

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04

Frequently Asked Questions

What services does Ryan Zachary Rourke offer?
Ryan Zachary Rourke specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Ryan Zachary Rourke's credentials?
Ryan Zachary Rourke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Zachary Rourke located?
Ryan Zachary Rourke is based in HOUSTON, Texas, working with DOLIVER ADVISORS, L.P.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Ryan Zachary Rourke charge for services?
Ryan Zachary Rourke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DOLIVER ADVISORS, L.P.?
DOLIVER ADVISORS, L.P. has approximately 12 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DOLIVER ADVISORS, L.P.

Edward Coe Tredennick
HOUSTON, TX
Charles Keithley Ward
HOUSTON, TX
James Pryor
HOUSTON, TX
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Research
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