FSG ADVISORY SERVICES INC
CRD #109470 SEC #801-57609 IRVING, TX 972-753-4445
SEC Registered
Total AUM
$33.6M
Discretionary
$0
Employees
5
Clients
101
Accounts
441
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 19, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAIRD, RICHARD, ALLEN | I | PRESIDENT | NA | Control |
| BAIRD, RICHARD, ALLEN | I | PRESIDENT | NA | Control |
| GEHLSEN, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GEHLSEN, MARY, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| TSIOUMAS, PAULA, KAY | I | CHIEF FINANCIAL OFFICER | NA | |
| TSIOUMAS, PAULA, KAY | I | CHIEF FINANCIAL OFFICER | NA | |
| THE FINANCIAL SOURCE GROUP | DE | 100% OWNER | E | Control |
| THE FINANCIAL SOURCE GROUP | DE | 100% OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BAIRD, KAY, HUGH | I | THE FINANCIAL SOURCE GROUP | D | Control |
| BAIRD, KAY, HUGH | I | THE FINANCIAL SOURCE GROUP | D | Control |
| BAIRD, RICHARD, ALLEN | I | THE FINANCIAL SOURCE GROUP | D | Control |
| BAIRD, RICHARD, ALLEN | I | THE FINANCIAL SOURCE GROUP | D | Control |
Registrations
Federal
IA
Apr 19, 2002 REGISTERED
Notice Filings (9)
AL CA FL GA IL LA OH OK TX
Address
1550 WEST WALNUT HILL LNSUITE 100
IRVING, TX 75038
USA
Phone: 972-753-4445