LS
Linda R. Savoy
SAVOY INVESTMENT MANAGEMENT
Montgomery, TX
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CRD#: 4606202
LS
Professional summary
Linda Rose Savoy is a registered financial advisor currently at SAVOY INVESTMENT MANAGEMENT, INC. located in Montgomery, Texas.
Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Linda has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
Tax planning and return preparation services provided by Pres/CEO/Investment Adviser Representative to 9 clients of Savoy Investment Management, Inc. Offered as an additional service, tax planning is primarily investment related and preparation is a convenience related service. 15 hours per month outside of investment management and trading hours, billed to clients on an hourly basis.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Rose Savoy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 12, 2012 - Present
SAVOY INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 117921
Montgomery, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/19/2013)
IAR
Texas(4/12/2012)
Exams
Current Firm
SI
SAVOY INVESTMENT MANAGEMENT, INC.
SAVOY INVESTMENT MANAGEMENT | SAVOY, LINDA ROSE | SAVOY INVESTMENT MANAGEMENT, INC.
CRD#: 117921 / SEC#:
California
Registered Investment Advisory firm - (1/1/1994 Approved)Texas
Registered Investment Advisory firm - (3/31/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Montgomery, TX
Mailing Address
Phone number
(936) 520-1265
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 104 |
| AUM (Assets Under Management) | $ 72,724,417 |
Red Flags
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