Broker Check

Our Company

The Advisory Group is an independent investment advisory and planning firm registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor.  Greg Schill, situated in the firm’s Torrance, California office—along with his two co-founders, Brent Beverly and Christian Li in Diamond Bar, California—created the firm almost 25 years ago for the purpose of providing customized professional investment planning and management advice to individuals and companies.  Insurance services are also provided as merited.

We are proud of our credentials, our independence and our affiliations.

Securities implementation is provided through our broker/dealer – FSC Securities Corporation (FSC).  FSC is a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).  All professionals within our firm carry a minimum of the FINRA Series 7 and 65 or 66 securities licenses through FSC.  This allows us access to a comprehensive list of non-proprietary securities and insurance solutions, meaning our securities-licensed professionals are not employed by the broker/dealer and thus are free of product and sales quotas of any kind.

Our services are primarily fee-based, so we do not depend on commissions or fees from other firms.  We are beholden to our clients alone.