Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Beverly Irving II is a financial advisor with over 20 years of experience in the financial services industry. Alan currently works with LPL Financial LLC and is registered as a Registered Representative and Investment Advisor Representative in Florida. Alan is also a Series 6, 7, 24, and 66 licensed advisor. Prior to joining LPL, Alan worked with CETERA ADVISOR NETWORKS LLC and ROYAL ALLIANCE ASSOCIATES, INC. Alan has worked in a variety of roles throughout his career, including financial advisor, investment advisor, and insurance agent. Alan has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/28/2023 - Present
LPL Financial LLC (BRADENTON FL)
FL
10/11/2005 - 04/27/2023
CETERA ADVISOR NETWORKS LLC (BRADENTON FL)
AZ
10/26/2004 - 10/14/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
05/03/2002 - 10/26/2004
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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