Unclaimed Profile

James Rex Ivie

HEALTHEQUITY ADVISORS, LLC·DRAPER, Utah

Series 7, Series 66Clean record18 years registeredHEALTHEQUITY ADVISORS, LLC

15 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020CRD# 5037555Firm CRD# 167105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Rex Ivie · DRAPER, UT

Registration

CRD #5037555 · HEALTHEQUITY ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

HEALTHEQUITY ADVISORS

Sep 2017 – present

HEALTHEQUITY ADVISORS

May 2013 – Dec 2014

DRAPER, UT

ALPINE ADVISORS, LLC

Oct 2012 – Dec 2014

ALPINE, UT

FINANCIAL GUARD, LLC

Mar 2011 – Dec 2012

PLEASANT GROVE, UT

ROYAL ALLIANCE ASSOCIATES, INC.

Jan 2011 – Jan 2011

SALT LAKE CITY, UT

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2007 – Jan 2009

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 13, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEALTHEQUITY ADVISORS, LLC

CRD 167105 · SEC 801-78001

AUM

$1.2B

Regulatory assets under management

Employees

107,327 client accounts

Services offered by HEALTHEQUITY ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HEALTHEQUITY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Rex Ivie offer?

James Rex Ivie specializes in Investment Management. Contact their office in DRAPER, Utah for a consultation.

What are James Rex Ivie's credentials?

James Rex Ivie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Rex Ivie located?

James Rex Ivie is based in DRAPER, Utah, working with HEALTHEQUITY ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

How does James Rex Ivie charge for services?

James Rex Ivie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEALTHEQUITY ADVISORS, LLC?

HEALTHEQUITY ADVISORS, LLC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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