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 Local Financial Advisor Tapped for Highest Honor

 Tucson, Arizona – J. Barton Schannep, President of Schannep Investment Advisors, Inc. was recently recognized by his brokerage firm, First Allied Securities, Inc., as one of their premiere advisors. One of an elite group of only 40, in a field of nearly 500 advisors, Schannep was selected based on his  business success, community involvement, and adherence to professional practice management.

Bart is an outstanding example of a successful independent financial advisor,” said Mark Dransfield, President of First Allied. “His business thrives because he provides exceptional service to his customers, he contributes to the firm as a member of our Advisory Council, and he takes time to serve his community.”

He is active in his church, serves as the President of the Board for Gospel Rescue Mission of Tucson, and serves on the Board of Adjustments for the town of Oro Valley.

 “Few financial advisors have experienced the kind of success Bart enjoys,” said Dransfield, “and he has worked hard to earn this distinction.”

The members of First Allied’s Circle of Excellence are chosen based on their leadership, client service, and financial success, and have played an exceptional role as advocates for the industry and for the firm. Bart has served on the firm’s Advisory Council for one years and has earned membership in the Circle of Excellence for the past two years. He has been with First Allied since 2005.

First Allied Securities, Inc. is an independent broker/dealer with a specialty in wealth management. First Allied advisors, who are located throughout the U.S., are independent business owners and often top the lists of highest producers. First Allied, which is a member of the National Association of Securities Dealers, Inc., (FINRA) and the Securities Investor Protection Corporation (SiPC), is headquartered in San Diego, CA.

Securities offered through First Allied Securities, Inc.   A register broker/dealer.  Member FINRA/SIPC.
Schannep Investment Advisors is a registered investment adviser in the state of Arizona.  First Allied Securities, Inc. does not endorse or support this web site, nor are they affiliated with Schannep Investment Advisors, Inc.