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FINANCIAL SERVICES ADVISORY INC
FINANCIAL SERVICES ADVISORY INC
FINANCIAL SERVICES ADVISORY
ROCKVILLE, Maryland
·
6 registered advisors
·
CRD# 104513
SEC# 801-18801
0
301-949-7300
01
Firm Overview
AUM
$694M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINANCIAL SERVICES ADVISORY INC
6 registered advisors
David Ronald Petersen
ROCKVILLE, Maryland
CRD# 716333
James Edward Joseph
ROCKVILLE, Maryland
CRD# 2943563
Kimberly Anne Basenback
ROCKVILLE, Maryland
CRD# 5523788
Kim Marie Donohue
ROCKVILLE, Maryland
CRD# 7216946
Ronald James Rough
ROCKVILLE, Maryland
CRD# 2083110
Terri Lynn Petersen
ROCKVILLE, Maryland
CRD# 4333474
05
Office Locations
ROCKVILLE, Maryland
6 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL SERVICES ADVISORY INC (CRD# 104513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.