Fundamental Investment Alliance Group, Inc.

Fundamental Investment Alliance Group, Inc. (CRD# 131166) is a financial advisory firm headquartered in Lutz, FL. They manage $11,314,324 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
136 Whitaker Road, Suite A, Lutz, FL 33549
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $665,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Fundamental Investment Alliance Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles Neilson, financial advisor Indian Rocks Beach FL
Charles S. Neilson
CRD#: 2694225
Indian Rocks Beach, FL

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.

2
James Rickard, financial advisor Oldsmar FL
James I. Rickard
CRD#: 3031126
Oldsmar, FL

James Rickard (CRD# 3031126) is an Investment Advisor Representative working at Fundamental Investment Alliance Group, Inc. in Oldsmar, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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