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 36 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||28|
|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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV