Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Blaine Shouse is a financial advisor with over 30 years of experience in the financial industry. Alan is registered with LPL Financial LLC in Georgia, New Jersey, Oregon, South Carolina, and Texas. Alan has a strong background in securities and investment company products and has held various positions in the industry, including positions at INVEST FINANCIAL CORPORATION, MULTI-FINANCIAL SECURITIES CORPORATION, IFG NETWORK SECURITIES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and H.D. VEST INVESTMENT SECURITIES, INC. Alan holds Series 6, 7, 24, and 63 licenses as well as the SIE designation. Alan has specializations in portfolio management for individuals and businesses as well as financial planning and pension consulting. Alan also offers consulting and other non-discretionary advisory services.
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
TX
02/14/2018 - Present
LPL Financial LLC (FORT WORTH TX)
TX
11/17/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (KELLER TX)
GA
01/01/2004 - 12/15/2005
MULTI-FINANCIAL SECURITIES CORPORATION (ALPHARETTA GA)
GA
01/10/2001 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IN
11/29/1993 - 01/11/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/29/1993 - 01/11/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
06/03/1987 - 11/08/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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