Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Cole is a financial advisor with over 20 years of experience in the financial services industry. Alan has been registered with the SEC since 2000. Alan is currently registered with Onedigital Investment Advisors, LLC. Alan's primary area of focus is retirement plan advising, where Alan provides guidance to plan sponsors regarding plan governance, plan design, employee education and plan investments. Alan also specializes in portfolio management for individuals, businesses and pooled investment vehicles. Alan holds a Series 7, Series 24 and Series 66 license. Alan is also licensed to provide real estate services. Alan's experience and expertise make Alan a valuable resource for clients seeking financial guidance and investment management 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
11/28/2022 - Present
Onedigital Investment Advisors (Atlanta GA)
GA
04/13/2023 - 08/23/2024
TRIAD ADVISORS LLC (Atlanta GA)
GA
01/28/2016 - 10/17/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ATLANTA GA)
GA
12/04/2013 - 05/18/2015
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/20/2001 - 10/30/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ATLANTA GA)
NY
06/07/2000 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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