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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Aegis Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Alfonso
CRD#: 4836972
5200 Meadows Rd, Suite 150, Lake Oswego, OR 97035

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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