Alan Schauer (CRD# 6451237) is an Investment Advisor Representative working at Triad Advisors, LLC in Buda, TX and has over 9 years of experience in the finance industry.
CRD# 1025249
Charles Schwab & Company, Inc.
CRD# 4339437
Financial Aurora, LLC
CRD# 6127521
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Feb 2015 - Current | 9 |
| Wealth Strategies, Inc. | Austin, TX | Feb 2015 - Current | 9 |
| Alan Schauer Dds | Austin, TX | Jan 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- OK
- TX
-
Total Assets Under Management1,106MILLIONS
-
Total Number of Accounts4,228ACCOUNTS
-
Average Account Value$261,636
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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