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Antony Douglas Roop

ALLIANCE WEALTH STRATEGIES, LLC·LYNCHBURG, Virginia
Unclaimed Profile
828 MAIN STREET, LYNCHBURG, VA 24504CRD# 6744553Firm CRD# 173559
01

About

Antony Douglas Roop is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with ALLIANCE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ALLIANCE WEALTH STRATEGIES, LLC
BROWN EDWARDS WEALTH STRATEGIES
AUM
$272M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ALLIANCE WEALTH STRATEGIES, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6744553
Firm CRD# 173559
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Antony Douglas Roop offer?
Antony Douglas Roop specializes in Investment Management, Fee-Only Advisory. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Antony Douglas Roop's credentials?
Antony Douglas Roop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Antony Douglas Roop located?
Antony Douglas Roop is based in LYNCHBURG, Virginia, working with ALLIANCE WEALTH STRATEGIES, LLC. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Antony Douglas Roop charge for services?
Antony Douglas Roop's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANCE WEALTH STRATEGIES, LLC?
ALLIANCE WEALTH STRATEGIES, LLC has approximately 7 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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