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American Portfolios Financial Services, Inc.

American Portfolios Financial Services, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

880

name start date
James P. McCauley, Jr.
January 2012
James "Jim" Duclos
January 2018
Douglas R. Conoway
August 2009
Patricia Flaherty Mcneilly
October 2005
Mark Shannon Beckworth
May 2016

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Lon Terry Dolber -- N/A 25% to 50%
    Anne Antunovich Financial And Operations Principal February, 2012 less than 5%
    Lon Terry Dolber President June, 2011 less than 5%
    Melissa Ann Dolbergrappone Secretary September, 2001 less than 5%
    Damon Bradley Joyner Chief Financial Officer September, 2017 less than 5%
    Frank Anthony Jr Tauches Executive Vice President Legal/Compliance January, 2007 less than 5%
    Martin Howard Wendel Chief Compliance Officer January, 2016 less than 5%
      Source: FINRA

      Fees

      There is no compensation data available to display at this time