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Amr Mohammed anwar Alian

Investology Inc.

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About Amr Mohammed anwar Alian

Amr Alian is an investment advisor representative with Investology Inc. based in Reston, Virginia. Amr has been a registered investment advisor representative since 2005. Amr also worked for Lloyd, Scott & Valenti, Ltd. in Austin, Texas. Amr has experience with clients of different types including individuals, pension and profit-sharing plans. Amr is licensed in Virginia.

Firm Information

Amr Alian is currently registered with Investology Inc.. Investology Inc. is an investment advisor located in RESTON, VA. The firm provides financial planning and portfolio management services for individuals and pension and profit-sharing plans. They have approximately $138 million in regulatory assets under management and have 400 total accounts.
Investology Inc.

1939 ROLAND CLARKE PLACE SUITE 350

RESTON, VA 20191

$138.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amr Alian’s Registration & Firm History

VA

11/16/2005 - Present

Investology Inc. (RESTON VA)

TX

08/18/2003 - 06/23/2004

LLOYD, SCOTT & VALENTI, LTD. (AUSTIN TX)

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Licenses & Designations

IA

Issued 02/05/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amr Mohammed anwar Alian.
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