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Monsour Advisory Services, Inc. CRD 134333
$98.8M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2762 Electric Road Suite B, Roanoke, VA 24018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2005-06-29 |
Branch Locations
2762 Electric Road Suite B, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monsour Advisory Services, Inc. | Roanoke | VA | 06/2005 | Present |
AAG Properties. I am part owner in a commercial real estate building. Started in 2006. I spend approximately 5 hours a week with this business. Insurance agent. I am a licensed insurance agent and spend approximately 5 hours a week on this activity. I have been licensed since 1995.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-05 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-28 |
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