Myles
Mchenry
Alliance Advisory & Securities, LLC
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About this Advisor
Myles Mchenry is a financial advisor working in Westlake Village, California, with a total of 1 year of industry experience. Mchenry currently works for Alliance Advisory & Securities, LLC. During their career, the advisor has held roles at J.P. Morgan Chase, American Family Life Assurance Company, Setx Urology Associates, Lamar University, Jpmorgan Securities LLC, Guidestone Financial Services, Guidestone Financial Resources, Dartex, Salvador Oil, LLC, Chase Bank, Encompass More, A Division Of Verity Asset Management, Appreciation Financial, Raymond James Financial Services Inc, Raymond James Financial Services Advisors, Appreciation Financial/ Encompass More, Southwestern Investment Group, Alliance Advisory & Securities Inc and Alliance Advisory & Securities, Inc. Mchenry maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Alliance Advisory & Securities, LLC is a registered investment company based out of Westlake Village, CA. It has offices in two locations and a total of 20 financial advisors. It oversees $454 million in assets under management across its 2,010 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises nine charities and foundations. Of its 2,010 client accounts, 30% are held by high-net-worth clients who have at least $1 million in investable assets. Alliance Advisory & Securities, LLC offers a number of services, such as 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Alliance Advisory & Securities, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alliance Advisory & Securities, LLC Brokerage Details
$454,406,861
20
2,010
$226,073
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
Myles Mchenry Work History
Myles has been registered as a financial advisor for 1 years.*
Alliance Advisory & Securities Inc
Alliance Advisory & Securities, Inc
Raymond James Financial Services Inc
Raymond James Financial Services Advisors
Encompass More, A Division Of Verity Asset Management
Appreciation Financial
Appreciation Financial/ Encompass More
Southwestern Investment Group
Dartex
Salvador Oil, LLC
Guidestone Financial Services
Guidestone Financial Resources
J.P. Morgan Chase
Jpmorgan Securities LLC
Chase Bank
American Family Life Assurance Company
Setx Urology Associates
Lamar University
*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 Myles Mchenry 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
Westlake Village, CA
Westlake Village, CA
Westlake Village, CA
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