Alliance Advisory & Securities Inc
Legal Name: ALLIANCE ADVISORY & SECURITIES, INC.
Full Contact Details
Alliance Advisory & Securities Inc
3390 AUTO MALL DRIVE, WESTLAKE VILLAGE, CA
805-371-8020
805-371-8008
Other Info
Alliance Advisory & Securities, Inc., a California Corporation, has been in operation since 2006 with a status that was last approved by the U.S. Securities and Exchange Commission. With 20 employees in total, 13 of whom are in advisory roles, and almost four hundred clients served, the firm is positioned to offer thoughtful and effective financial guidance for a range of investment needs.
Alliance Advisory & Securities, LLC
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Direct Owners
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ALLIANCE FINANCIAL GROUP, INC.
PARENT CORPORATION owns 75% or more
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JEFFREY THOMAS GARAGLIANO
CHIEF COMPLIANCE OFFICER owns less than 5%
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JERRY VINCENT SANADA
FINANCIAL AND OPERATIONS OFFICER owns less than 5%
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RANDALL JR SANADA
VICE PRESIDENT owns less than 5%
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RANDALL PAUL SANADA
PRESIDENT owns less than 5%
Indirect Owners
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JERRY VINCENT SANADA
CFO owns more than 25% but less than 50%
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RANDALL JR SANADA
VICE PRESIDENT owns more than 25% but less than 50%
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RANDALL PAUL SANADA
PRESIDENT owns more than 25% but less than 50%
Custodians
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FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
United States -
NATIONAL ADVISORS TRUST COMPANY, INC., FSB
United States