Anthony KrncevicCRD Number: 3002137
Current Firm: Royal Alliance Associates, Inc.
Anthony Krncevic (CRD# 3002137) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Toledo, OH and has over 7 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Savage & Associates||Toledo, OH||Jun 2014 - Current||3|
|Pnc Investments LLC||Mentor, OH||Jun 2011 - Jun 2014||3|
|Pnc Bank, N.a.||Mentor, OH||Jun 2011 - Jun 2014||3|
|Bank Of America,na||Toledo, OH||Aug 2010 - Jun 2011||< 1|
|Merrill Lynch||Toledo, OH||Jan 2010 - Jun 2011||1|
|Owens Community College||Toledo, OH||Mar 2009 - Dec 2009||< 1|
|Monroe County Community College||Monroe, MI||Jan 2009 - Dec 2009||< 1|
|Pearson Education||Columbus, OH||Mar 2003 - Jan 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
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