Alan
Schryer
Noble Wealth Management, Inc
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About this Advisor
Alan Schryer is a certified financial planner based in Newport Beach, California who has 9 years of relevant experience. Schryer is an employee of Noble Wealth Management, Inc. Over the course of their career, they have held roles at Noble Wealth Management, Inc, Noble Tax Specialists, Noble Real Estate & Mortgage, Inc, Majek LLC, Foothill Securities, Inc, Financial Telesis Inc, Money Concepts Capital Corp, Securities America, Inc, B.B. Graham & Company and Noble Comprehensive Insurance Services, Inc. Schryer maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to work in California and Texas. Noble Wealth Management, Inc is a financial advisory company based in Newport Beach, CA. The investment advisory business has a total of seven employees. It manages $157 million in total assets between its 551 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 551 client accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. Noble Wealth Management, Inc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Noble Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Noble Wealth Management, Inc Brokerage Details
$156,533,186
7
551
$284,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Alan Schryer Work History
Alan has been registered as a financial advisor for 9 years.*
B.B. Graham & Company
Noble Wealth Management, Inc
Noble Tax Specialists
Noble Real Estate & Mortgage, Inc
Noble Comprehensive Insurance Services, Inc
Majek LLC
Securities America, Inc
Foothill Securities, Inc
Foothill Securities, Inc
Financial Telesis Inc
Money Concepts Capital Corp
Noble Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Schryer 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 Noble Wealth Management, Inc
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
