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INVSTR FINANCIAL LLC
INVSTR FINANCIAL LLC
LAREDO, Texas
·
4 registered advisors
·
CRD# 310075
SEC# 801-119582
0
8334468787
01
Firm Overview
AUM
$1M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Market timing services
Educational seminars/workshops
Compensation
Other: TIERED MONTHLY SUBSCRIPTION
03
Specialties
Investment Management
Financial Education
04
Advisors at INVSTR FINANCIAL LLC
4 registered advisors
James Maxwell Arscott
LAREDO, Texas
CRD# 7240404
Kerim Richard Derhalli
LAREDO, Texas
CRD# 2187407
Kevin Jay Rich
NEW YORK, New York
CRD# 1600833
Shawn Pierre Hockaday
SAN ANTONIO, Texas
CRD# 2882891
05
Office Locations
LAREDO, Texas
2 advisors
NEW YORK, New York
1 advisor
SAN ANTONIO, Texas
1 advisor
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Data sourced from SEC Form ADV filings. INVSTR FINANCIAL LLC (CRD# 310075) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.