Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Dixon Beugg is a financial advisor with over 25 years of experience in the industry. He is currently registered with Kovitz Investment Group Partners, LLC and holds Series 66, Series 7, and SIE licenses. Alan is a Senior Wealth Advisor and provides investment advice to clients. Alan has a broad background in the financial services industry, with prior experience at UBS Financial Services Inc., Citigroup Global Markets Inc. and Salomon Smith Barney Inc. He is a dedicated financial professional with a commitment to providing personalized investment guidance and strategies.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
OH
01/31/2025 - Present
Kovitz Investment Group Partners, LLC (Cincinnati OH)
CO
10/19/2007 - 01/29/2014
UBS FINANCIAL SERVICES INC. (DENVER CO)
CO
11/02/1999 - 10/29/2007
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
NY
02/26/1998 - 09/10/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/19/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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