Ann FaganCRD Number: 1001827
Current Firm: Royal Alliance Associates, Inc.
Ann Fagan (CRD# 1001827) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Croton-On-Hudson, NY and has over 35 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Royal Alliance Associates, Inc.||New York, NY||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1981|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops