Unclaimed Profile

Antony Douglas Roop

ALLIANCE WEALTH STRATEGIES, LLC·LYNCHBURG, Virginia

Series 65Clean record9 years registeredALLIANCE WEALTH STRATEGIES, LLC

828 MAIN STREET, LYNCHBURG, VA 24504CRD# 6744553Firm CRD# 173559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Antony Douglas Roop · LYNCHBURG, VA

Registration

CRD #6744553 · ALLIANCE WEALTH STRATEGIES, LLC · 9 years registered

Brand Profile

Not yet started

Career History

BROWN EDWARDS WEALTH STRATEGIES

May 2017 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 10, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLIANCE WEALTH STRATEGIES, LLC

CRD 173559 · SEC 801-117391

AUM

$272M

Regulatory assets under management

Employees

522 client accounts

Services offered by ALLIANCE WEALTH STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALLIANCE WEALTH STRATEGIES, LLC →

Introduction

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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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