Adam
Silva
Alliance Advisory & Securities, LLC
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About this Advisor
Adam Silva is a financial advisor based in Westlake Village, California, working with Alliance Advisory & Securities, LLC. Adam has previously held positions at Alliance Advisory & Securities, Inc, Red Rhino Leak Detection, Pac Properties, Grace Security, and Dobbs Tire & Auto Centers. Adam has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Adam is part of Alliance Advisory & Securities, LLC, which operates out of Westlake Village, California. The firm has 6 offices and 25 employees. The firm manages assets totaling $608.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Alliance Advisory & Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alliance Advisory & Securities, LLC Brokerage Details
$608,366,297
25
2,604
$233,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Silva Work History
Alliance Advisory & Securities, Inc
Red Rhino Leak Detection
Pac Properties
Grace Security
Dobbs Tire & Auto Centers
Disclosures
Please visit the SEC profile of Adam Silva to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alliance Advisory & Securities, LLC
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
Nolensvile, TN
Westlake Village, CA
Westlake Village, CA
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