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FIRST ALLIED ADVISORY SERVICES, INC.
FIRST ALLIED ADVISORY SERVICES, INC.
SAN DIEGO, California
·
4 registered advisors
·
CRD# 137888
SEC# 801-66653
359
866-378-1376
01
Firm Overview
AUM
$7.0B
Regulatory assets under management
Employees
564
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIRST ALLIED ADVISORY SERVICES, INC.
4 registered advisors
Gregory Edward Olson
SAN DIEGO, California
CRD# 2825351
Janice M Doza
SAN DIEGO, California
CRD# 4663841
Matthew Mcginness
CHESTERFIELD, Missouri
CRD# 2761556
Robin Henry Rodermund
SAN DIEGO, California
CRD# 2097379
05
Office Locations
SAN DIEGO, California
3 advisors
CHESTERFIELD, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. FIRST ALLIED ADVISORY SERVICES, INC. (CRD# 137888) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.