Fundamental Investment Alliance Group, Inc.

Fundamental Investment Alliance Group, Inc. (CRD# 131166) is a financial advisory firm headquartered in Lutz, FL. They manage $5,589,090 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,117,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at Fundamental Investment Alliance Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James I. Rickard
CRD#: 3031126
Oldsmar, FL
93
Wealthminder
score

James Rickard (CRD# 3031126) is an Investment Advisor Representative working at Fundamental Investment Alliance Group, Inc. in Oldsmar, FL and has over 18 years of experience in the finance industry.

2
Charles S. Neilson
CRD#: 2694225
Indian Rocks Beach, FL
87
Wealthminder
score

Charles Neilson (CRD# 2694225) is an Investment Advisor Representative working at Fundamental Investment Alliance Group, Inc. in Indian Rocks Beach, FL and has 1 year of experience in the finance industry.

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