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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 Davidson is a financial advisor with LPL Financial LLC. Alan has over 40 years of experience in the financial services industry. Alan's previous experience includes roles at Ameriprise Financial Services, Inc., Sigma Financial Corporation, Nations Financial Group, Inc., First Midamerica Investment Corporation, Wachovia Securities, LLC, Smith Barney Inc., and Prudential-Bache Securities Inc. Alan provides a variety of services to his clients, including financial planning, portfolio management, and selection of other advisors. Alan specializes in working with individual clients, high-net-worth individuals, corporations, and charitable organizations. Alan is licensed to sell securities in Alaska, Arizona, California, Florida, Idaho, Indiana, Kansas, Texas, Utah, and Virginia.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/23/2023 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
12/02/2016 - 05/22/2023
SIGMA FINANCIAL CORPORATION (SAN ANTONIO TX)
TX
10/05/2009 - 12/12/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
09/05/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN ANTONIO TX)
TX
11/02/2007 - 09/08/2008
NATIONS FINANCIAL GROUP, INC. (SAN ANTONIO TX)
TX
04/21/2006 - 11/02/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (SAN ANTONIO TX)
MO
12/01/1995 - 04/24/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/17/1989 - 12/18/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
10/01/1982 - 05/11/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1984
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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