Anthony MahfoodCRD Number: 2959577
Current Firm: The Fiduciary Alliance
Anthony Mahfood (CRD# 2959577) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 23 years of experience in the finance industry.
Apex Capital Management LLC
|Fiduciary Alliance, LLC||Greenville, SC||Aug 2016 - Current||6|
|Lakeview Capital Partners, LLC||Atlanta, GA||Mar 2013 - Sep 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management865MILLIONS
Total Number of Accounts11,514ACCOUNTS
Average Account Value$75,108
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA
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