Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Douglas Lott is a financial professional with over 12 years of experience in the financial services industry. Alan is registered with Park Avenue Securities LLC, and has a Series 66, Series 7, and SIE. Alan has a diverse background in business consulting and insurance and is also involved in the community. Alan is licensed to provide financial advice in Alabama, Florida, Georgia, Mississippi and Tennessee.
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.
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.
1
2
AL
02/26/2016 - Present
Park Avenue Securities LLC (BIRMINGHAM AL)
BOTH
Issued 03/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alan Lott is the right advisor for you? Invested Better is here to help.
