Mike D. Pore

INVESTA ASSET MANAGEMENT LLC

Marlin, TX

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CRD#: 5916590

Professional summary

Mike David Pore, who also goes by Mike Pore, is a registered financial advisor currently at INVESTA ASSET MANAGEMENT LLC located in Marlin, Texas.

Mike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mike has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Pore

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.

SOLE PROPRIETOR OF QUALITY ANALYTICS, 5930 REPUBLIC OF TEXAS BLVD, AUSTIN TX 78735, FROM JAN 2000 TO PRESENT, A CONSULTING BUSINESS SPECIALIZING IN STATISTICAL ANALYSES AND QUALITY IMPROVEMENT PROCESSES FOR BUSINESSES. I SPEND LESS THAN TEN HOURS A MONTH AT QUALITY ANALYTICS, ZERO HOURS DURING SECURITIES TRADING HOURS. I PERFORM QUALITY AND STATISTICAL CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mike David Pore'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®

None

Experience

Current

May 15, 2012 - Present

INVESTA ASSET MANAGEMENT LLC

RIA

CRD#: 157546

Marlin, 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

Texas
(5/15/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2012

Uniform Investment Adviser Law Examination

Current Firm

INVESTA ASSET MANAGEMENT LLC

CRD#: 157546 / SEC#:

Texas

Registered Investment Advisory firm - (11/2/2011 Approved)

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Contact information

Main Address

Marlin, TX

Mailing Address

Phone number

(512) 800-8300

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 500,000

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.

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Firm Stability Insights

Mike D. Pore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mike David Pore's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTA ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2012

Current Firm

INVESTA ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INVESTA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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