Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bridges is a financial advisor with over 10 years of experience in the industry. Alan is a Certified Financial Planner and holds the Series 63, 65, and 7 licenses. Alan is registered with First Command Advisory Services, Inc., a firm with over $10 billion in assets under management. Alan is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. Alan is passionate about helping 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CO
09/17/2024 - Present
First Command Advisory Services (Colorado Springs CO)
BC
Issued 05/02/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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