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).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Alfonso (CRD# 4836972) is an Investment Advisor Representative working at Aegis Financial Advisory in Lake Oswego, OR and has over 17 years of experience in the finance industry. Joseph Alfonso has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.