Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Bender is a financial advisor based in New Iberia, Louisiana. Alan has over 30 years of experience in the financial services industry. Alan is currently registered with Avantax Advisory Services. Previously, Alan was registered with Cambridge Investment Research, Inc. and VeraVest Investments, Inc. Alan holds the Series 6, Series 63, Series 65 and Series 66 licenses. Alan specializes in working with individuals and families on their retirement planning needs. Alan is also a partner in Retirement Strategies Group, LLC which acts as a third-party administrator for qualified retirement plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
LA
02/04/2020 - Present
Avantax Advisory Services (New Iberia LA)
LA
12/15/2003 - 02/13/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mandeville LA)
MA
06/10/1999 - 12/15/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
LA
08/03/1993 - 06/09/1997
PAN-AMERICAN FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
GA
08/30/1988 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 08/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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