Financial Services Advisory
Financial Services Advisory (CRD# 104513) is a financial advisory firm headquartered in Rockville, MD. They manage $693,702,744 in 1,981 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management694MILLION
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Total Number of Accounts1,981ACCOUNTS
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Average Account Value$350,178
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry.
Mary Ann Drucker (CRD# 2495181) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 29 years of experience in the finance industry.
James Joseph (CRD# 2943563) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 26 years of experience in the finance industry.
David Petersen (CRD# 716333) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 43 years of experience in the finance industry.
Ronald Rough (CRD# 2083110) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 31 years of experience in the finance industry.
Aaron Weston (CRD# 6138077) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry.
Michael Zarrelli (CRD# 7352577) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has 1 year of experience in the finance industry.