Ann ReaganCRD Number: 5597215
Current Firm: 1st Global Advisors Inc.
Ann Reagan (CRD# 5597215) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Surprise, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|1st Global Capital Corp.||Sun City West, AZ||Feb 2013 - Current||4|
|1st Global Advisors Inc.||Sun City West, AZ||Feb 2013 - Current||4|
|Monheit Zongolowicz Frisch, Cpas Plc||Sun City West, AZ||Sep 2008 - Current||9|
|Homemaker||Surprise, AZ||Nov 2004 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV