Joann Regan (CRD# 6889852) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fsg Tax Advisors, Inc. | Glendale, AZ | Aug 2018 - Current | 5 |
| Fsg Financial Services, Inc. | Glendale, AZ | Dec 2017 - Current | 6 |
| Fsg Of Nevada, LLC | Las Vegas, NV | Jul 2017 - Current | 6 |
| Financial Security Group Of Az, Inc. | Glendale, AZ | Nov 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- CA
- LA
- NV
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Total Assets Under Management27MILLIONS
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Total Number of Accounts113ACCOUNTS
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Average Account Value$238,611
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, LA, NV
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