Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Compton Good is a financial advisor registered with Ameriprise Financial Services, LLC. Good has been in the industry since 1992 and is licensed to provide investment advice in several states. Alan has been with Ameriprise since 2020 and previously worked at APW Capital, Inc., Comprehensive Asset Management and Servicing, Inc., Cambridge Investment Research, Inc. and Capital Analysts, Incorporated. Good specializes in working with individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and pension plans. Alan is also registered as an investment advisor representative in Pennsylvania.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
PA
08/16/2023 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
PA
09/12/2014 - 12/31/2021
APW CAPITAL, INC. (BERWYN PA)
PA
05/22/2012 - 10/23/2013
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (BERWYN PA)
PA
01/02/2008 - 06/07/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (BERWYN PA)
PA
06/11/2004 - 12/31/2007
CAPITAL ANALYSTS, INCORPORATED (BERWYN PA)
NY
06/30/1992 - 05/19/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/30/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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