A.g.p / Alliance Global Partners

A.g.p / Alliance Global Partners (CRD# 8361) is a financial advisory firm headquartered in Westport, CT. They manage $501,667,307 in 3,144 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    502
    MILLION
  • Total Number of Accounts
    3,144
    ACCOUNTS
  • Average Account Value
    $159,563
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at A.g.p / Alliance Global Partners
Showing 1 - 10 of 32 top financial advisors.
1
Thomas H. Arthur
CRD#: 1839742
Newport Beach, CA 92660

Thomas Arthur (CRD# 1839742) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 24 years of experience in the finance industry.

2
Garry Bale
CRD#: 4536939
New York, NY 10022

Garry Bale (CRD# 4536939) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 12 years of experience in the finance industry.

3
Eric A. Boegh
CRD#: 2479075
Santa Monica, CA 90401

Eric Boegh (CRD# 2479075) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Santa Monica, CA and has over 25 years of experience in the finance industry.

4
Christopher M. Bougeokles
CRD#: 5424043
Newport Beach, CA 92660

Christopher Bougeokles (CRD# 5424043) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 12 years of experience in the finance industry. Christopher Bougeokles 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.

5
Alphonse J. Calicchio
CRD#: 1577654
Newport Beach, CA 92660

Alphonse Calicchio (CRD# 1577654) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 27 years of experience in the finance industry.

6
John W. Catalfio
CRD#: 2092083
Scottsdale, AZ 85260

John Catalfio (CRD# 2092083) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Scottsdale, AZ and has over 29 years of experience in the finance industry.

7
Gregory Charlot
CRD#: 5527482
Boca Raton, FL 33431

Gregory Charlot (CRD# 5527482) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 10 years of experience in the finance industry.

8
Ben D. Dembin
CRD#: 2371539
Boca Raton, FL 33431

Ben Dembin (CRD# 2371539) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Boca Raton, FL and has over 26 years of experience in the finance industry.

9
David Echeverria
CRD#: 5634258
Newport Beach, CA 92660

David Echeverria (CRD# 5634258) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Newport Beach, CA and has over 10 years of experience in the finance industry.

10
Harrison R. Fischer
CRD#: 6555377
New York, NY 10022

Harrison Fischer (CRD# 6555377) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in New York, NY and has over 4 years of experience in the finance industry.

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