Martin ShreibakCRD Number: 1347154
Current Firm: Royal Alliance Associates, Inc.
Martin Shreibak (CRD# 1347154) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Highland, IN and has over 32 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
Lcm Capital Management Inc.
|Royal Alliance Associates, Inc.||Highland, IN||Nov 1989 - Current||28|
|Investment Consultants & Management Company||Highland, IN||Nov 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
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