Fsg Financial Services, Inc.

Fsg Financial Services, Inc. (CRD# 291629) is a financial advisory firm headquartered in Sun City, AZ. They manage $7,748,215 in 74 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $104,706
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, LA, NV

Financial Advisors at Fsg Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gerald R. Barnes
CRD#: 6703174
Sun City, AZ 85351

Gerald Barnes (CRD# 6703174) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 4 years of experience in the finance industry.

2
Steven J. Puckett
CRD#: 6787061
Sun City, AZ 85351

Steven Puckett (CRD# 6787061) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 3 years of experience in the finance industry.

3
Joann Regan
CRD#: 6889852
Sun City, AZ 85351

Joann Regan (CRD# 6889852) is an Investment Advisor Representative working at Fsg Financial Services, Inc. in Sun City, AZ and has over 2 years of experience in the finance industry.

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