Aegis Financial Advisory
Aegis Financial Advisory (CRD# 137602) is a financial advisory firm headquartered in Lake Oswego, OR. They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Aegis Financial Advisory
1
Joseph Alfonso (CRD# 4836972) is an Investment Advisor Representative working at Aegis Financial Advisory in Lake Oswego, OR and has over 19 years of experience in the finance industry.
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