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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Dean Cantrell is a registered investment advisor representative with Simplicity Wealth. Alan has been in the industry since 1986 and has held a variety of roles, including insurance sales and retirement planning. Alan is dedicated to helping clients reach their financial goals. Alan has experience working with a variety of clients, including high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth. Alan has a Series 6, Series 26, Series 51, and Series 63.
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.
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.
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
NJ
03/22/2023 - Present
Simplicity Wealth (SUMMIT NJ)
AR
10/06/2000 - 05/08/2012
ALLSTATE FINANCIAL SERVICES, LLC (FAYETTEVILLE AR)
FL
02/17/1998 - 11/12/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
10/17/1988 - 03/12/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/17/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
06/10/1986 - 11/16/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 03/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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