John Ramirez is a registered investment advisor at Pks Advisory Services, LLC, based in Spring, TX, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
Spring, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John works as an Investment Advisor Representative (IAR) for Woodlands Portfolio Management since 2011. This is a full-time commitment for John.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Wunderlich Securities, INC.
Streettalk Advisors, L.L.C.
Wunderlich Securities, INC.Broker
Stanford Group CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.