Advisor Financial Services, Inc.
Advisor Financial Services, Inc. (CRD# 118537) is a financial advisory firm headquartered in Glen Allen, VA. They manage $37,977,953 in 396 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Advisor Financial Services, Inc.
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts396ACCOUNTS
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Average Account Value$95,904
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, VA
Financial Advisors at Advisor Financial Services, Inc.
1
David Luck (CRD# 2633471) is an Investment Advisor Representative working at Advisor Financial Services, Inc. in Glen Allen, VA and has over 28 years of experience in the finance industry.
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