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William Ryan Tevis

TEVIS INVESTMENT MANAGEMENT, LLC·PLANO, Texas
Clean recordTEVIS INVESTMENT MANAGEMENT, LLC
5700 WEST PLANO PARKWAY, PLANO, TX 75093CRD# 4147664Firm CRD# 167750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Ryan Tevis · PLANO, TX
Registration
CRD #4147664 · TEVIS INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Ryan Tevis is a registered financial advisor based in PLANO, Texas, affiliated with TEVIS INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TEVIS INVESTMENT MANAGEMENT, LLC
TEVIS INVESTMENT MANAGEMENT, LLC
AUM
$171M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TEVIS INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4147664
Firm CRD# 167750
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Ryan Tevis offer?
William Ryan Tevis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.
What are William Ryan Tevis's credentials?
William Ryan Tevis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Ryan Tevis located?
William Ryan Tevis is based in PLANO, Texas, working with TEVIS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does William Ryan Tevis charge for services?
William Ryan Tevis'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 TEVIS INVESTMENT MANAGEMENT, LLC?
TEVIS INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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