Financial Services Advisory

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

1 Church St Ste 901, Rockville, Maryland...

Phone Number

(239) 489-3346

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
1
1
1

About Financial Services Advisory

FSA Wealth Partners is a financial advisory firm that specializes in wealth management, investment management, and retirement planning. They cater to a diverse clientele, including wealth builders, retirees, the next generation, and institutions, providing personalized financial strategies to help clients navigate uncertainty and achieve their financial goals. With over four decades of experience, their team of advisors focuses on creating tailored solutions that align with clients' aspirations and financial needs. FSA is dedicated to empowering individuals and organizations with the knowledge and tools necessary for lasting financial success.Explore more
Financial Services Advisory's Social MediaPopular SearchesFinancial Services Advisory IncFinancial Services AdvisoryFinancial Services LLCFsa Investments LLCDavid R Peterson CfpSIC Code 62,628NAICS Code 52,523Show more

Financial Services Advisory Org Chart

PhoneEmail
KB
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Director, Financial Planning

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MD
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Assistant Portfolio Manager

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DP
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Founding Partner

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EN
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Partner

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JD
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Investment Analyst

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LW
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Financial Advisor I

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AW
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Financial Advisor

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MP
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Financial Services Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Services Adviso...

<$5M
11-50
Private
<$5M
1994
KB
Kim BasenbackDirector, Financial Planning
<$5M
1-10
Private
-
2014
Keya Dash, President at Dash Investments
Keya DashPresident
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2007
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Services Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Services Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Services Advisory.

Financial Services Advisory financials insights

Gather financial insights about Financial Services Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Financial Services Advisory Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Financial Services Advisory

What is Financial Services Advisory's official website?
Financial Services Advisory's official website is www.fsainvest.com
What is Financial Services Advisory's Revenue?
Financial Services Advisory's revenue is <$5 Million
What is Financial Services Advisory's SIC code?
Financial Services Advisory's SIC: 62,628
What is Financial Services Advisory's NAICS code?
Financial Services Advisory's NAICS: 52,523
How many employees does Financial Services Advisory have?
Financial Services Advisory has 11-50 employees
What industry does Financial Services Advisory belong to?
Financial Services Advisory is in the industry of: Finance, Securities Trading
What is Financial Services Advisory competition?
Financial Services Advisory top competitors include: Growthvest, ChartTrader, The Normann Financial Group, Dash Investments
What technology does Financial Services Advisory use?
Some of the popular technologies that Financial Services Advisory uses are: WordPress.org, PHP, Google Universal Analytics, F5 Silverline DDoS Protection
How do I contact Financial Services Advisory?
Financial Services Advisory contact info: Phone number: (239) 489-3346 Website: www.fsainvest.com
What does Financial Services Advisory do?

FSA Wealth Partners is a financial advisory firm that specializes in wealth management, investment management, and retirement planning. They cater to a diverse clientele, including wealth builders, retirees, the next generation, and institutions, providing personalized financial strategies to help clients navigate uncertainty and achieve their fina... ncial goals. With over four decades of experience, their team of advisors focuses on creating tailored solutions that align with clients' aspirations and financial needs. FSA is dedicated to empowering individuals and organizations with the knowledge and tools necessary for lasting financial success.Read More

What are Financial Services Advisory social media links?
Financial Services Advisory Linkedin page Financial Services Advisory Twitter page Financial Services Advisory Facebook page
Is Financial Services Advisory a public company?
Financial Services Advisory is private company therefore does not currently have an official ticker symbol
See more information about Financial Services Advisory

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