AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RF

Ralph E. Fatheree

Some features on this profile are disabled
CRD#: 1053039
RF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ralph Edward Fatheree JR was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1982. Ralph had worked at 12 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 20, 2004 - December 31, 2004

IMS SECURITIES, INC.

RIA
CRD#: 35567
AUSTIN, TX
Past

September 20, 2004 - January 6, 2014

WESTPARK WEALTH ADVISORS, INC.

RIA
CRD#: 130914
AUSTIN, TX
Past

September 20, 2004 - January 6, 2014

IMS SECURITIES, INC.

BD
CRD#: 35567
AUSTIN, TX
Past

January 2, 2003 - September 17, 2004

SIGNAL SECURITIES, INC.

RIA
CRD#: 15916
AUSTIN, TX
Past

January 2, 2003 - September 17, 2004

SIGNAL SECURITIES, INC.

BD
CRD#: 15916
FORT WORTH, TX
Past

February 23, 1995 - January 6, 2003

OSAIC FA, INC.

RIA
CRD#: 3978
AUSTIN, TX
Past

February 20, 1995 - January 6, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

February 20, 1995 - January 6, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

October 15, 1993 - February 2, 1995

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

March 17, 1993 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

February 3, 1992 - March 8, 1993

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

December 10, 1990 - December 18, 1990

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

September 18, 1985 - June 4, 1988

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
CRD#: 5927
Past

January 26, 1983 - December 17, 1991

HUCKIN FINANCIAL GROUP, INC.

BD
CRD#: 8593
HOUSTON, TX
Past

October 6, 1982 - December 27, 1982

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/17/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


IS
IMS SECURITIES, INC.
IMS INSURANCE AGENCY OF TEXAS, INC. | IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC | IMS SECURITIES, INC. | IMS INSURANCE AGENCY, INC.

CRD#: 35567 / SEC#: , 8-46722

BD
Terminated by SEC on 01/29/2018
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WADSWORTH, JACKIE DIVONOCHIEF EXECUTIVE OFFICER, COMPLIANCE OFFICER2342163
GAMMON, CHRISTOPHER DAVIDCHIEF FINANCIAL OFFICER, VP-OPTIONS2354523
SPEARS, MICHAEL JCHIEF COMPLIANCE OFFICER4501523

Disclosures


Regulatory Event7
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IMS SECURITIES, INC.

CRD#: 35567

TRUST BUT VERIFY

Monitor Ralph Fatheree

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics