Claim Profile
LB

Linda Ann Stanton Baulch

INVESTMENT ADVISORY SERVICES, INC·THE WOODLANDS, Texas
Unclaimed Profile
9303 NEW TRAILS DRIVE, THE WOODLANDS, TX 77381CRD# 2354964Firm CRD# 112486
01

About

Linda Ann Stanton Baulch is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with INVESTMENT ADVISORY SERVICES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
IAS WEALTH MANAGEMENT, INC.
IAS WEALTH MANAGEMENT, INC.
AUM
$447M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2354964
Firm CRD# 112486
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Linda Ann Stanton Baulch offer?
Linda Ann Stanton Baulch specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Linda Ann Stanton Baulch's credentials?
Linda Ann Stanton Baulch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Ann Stanton Baulch located?
Linda Ann Stanton Baulch is based in THE WOODLANDS, Texas, working with INVESTMENT ADVISORY SERVICES, INC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Linda Ann Stanton Baulch charge for services?
Linda Ann Stanton Baulch'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 INVESTMENT ADVISORY SERVICES, INC?
INVESTMENT ADVISORY SERVICES, INC has approximately 7 employees and manages $447M 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 →
Browse by specialty