Financial Services Advisory
Financial Services Advisory (CRD# 104513) is a financial advisory firm headquartered in Rockville, MD. They manage $693,702,744 in 1,981 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management694MILLION
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Total Number of Accounts1,981ACCOUNTS
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Average Account Value$350,178
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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AZ, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 12 years of experience in the finance industry.
Mary Ann Drucker (CRD# 2495181) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 29 years of experience in the finance industry.
James Joseph (CRD# 2943563) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 26 years of experience in the finance industry.
David Petersen (CRD# 716333) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 43 years of experience in the finance industry.
Ronald Rough (CRD# 2083110) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 31 years of experience in the finance industry.
Aaron Weston (CRD# 6138077) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry.
Michael Zarrelli (CRD# 7352577) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has 1 year of experience in the finance industry.