Unclaimed Profile

William Ryan Tevis

TEVIS INVESTMENT MANAGEMENT, LLC·PLANO, Texas

SIE, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredTEVIS 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 · 26 years registered

Brand Profile

Not yet started

Career History

TEVIS INVESTMENT MANAGEMENT, LLC

Jun 2013 – present

TH WEALTH MANAGEMENT LLC

Aug 2012 – Jun 2013

DALLAS, TX

ANDREW GARRETT, INC.

Dec 2007 – Feb 2013

DALLAS, TX

SALOMON SMITH BARNEY INC.

Jun 2000 – Dec 2002

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TEVIS INVESTMENT MANAGEMENT, LLC

CRD 167750 · SEC 801-121011

AUM

$171M

Regulatory assets under management

Employees

444 client accounts

Services offered by TEVIS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TEVIS INVESTMENT MANAGEMENT, LLC →

Introduction

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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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