Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Facey is a financial advisor with over 15 years of experience in the industry. He is currently registered with Edelman Financial Engines and holds Series 7, 24, 31, 65, and 66 licenses. Alan has a background in financial planning, portfolio management, and pension consulting. He is also a Certified Financial Planner. Alan has a strong track record of providing personalized financial advice to individuals and families.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
09/08/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
07/17/2006 - 12/08/2006
AMERICAN SECURITIES GROUP, INC. (ARLINGTON VA)
VA
11/10/2003 - 07/10/2006
PRIVATE CONSULTING GROUP, INC. (ARLINGTON VA)
NY
07/31/2002 - 09/22/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Alan Facey is the right advisor for you? Invested Better is here to help.
