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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 Douglas Turley is a registered investment advisor with Equitable Advisors, LLC. Alan has been in the financial industry since 2003, and is registered to provide investment advice in Florida, Kentucky, Michigan, Pennsylvania, Texas, Virginia and West Virginia. Alan is a Series 66, Series 7 and SIE licensed professional. Alan is also a licensed insurance professional, offering insurance products in the same jurisdictions. Alan can assist clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. He specializes in working with individuals, families, and small businesses.
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.
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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WV
12/10/2008 - Present
Equitable Advisors, LLC (CHARLESTON WV)
WV
10/09/2008 - 11/21/2008
MML INVESTORS SERVICES, INC. (HURRICANE WV)
WV
07/21/2003 - 10/03/2008
AXA ADVISORS, LLC (CHARLESTON WV)
BOTH
Issued 08/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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