AP
AP

Alyce Sara Phinney

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

8045 Leesburg Pike, Suite 250, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alyce is the director of business development at Argent Bridge Advisors, an insurance agent at Highland Capital Brokerage, and a private wealth advisor for Argent Bridge 2 Divorce. She also engages in several non-investment related activities, including selling personal items online, hosting divorce workshops, serving as a YMCA board member, and working as a dog sitter.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Osaic Advisory Services, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
July 2020 - August 2024 · 4 yrs 1 mo
State Registrations17 states
CACODCFLGAINKSLAMAMDMONCNYOHSCVAVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alyce Sara Phinney - Financial Advisor | TrueAdvisor