Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan McCulley is an Investment Advisor Representative and has been in the industry since 1999. Alan is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and has previously been registered with Allstate Financial Services, LLC, CUNA Brokerage Services, Inc., LINSCO/Private Ledger Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company in various states. Alan has passed the Series 7, Series 63, Series 65 and SIE exams. Alan specializes in providing financial planning, pension consulting, educational seminars, and market timing services to individuals, families, and businesses. Alan is committed to helping clients achieve their financial goals and has experience in a wide range of investment areas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
04/04/2024 - Present
Cambridge Investment Research Advisors, Inc. (Harrisburg PA)
PA
08/10/2000 - 10/03/2014
ALLSTATE FINANCIAL SERVICES, LLC (HARRISBURG PA)
IA
05/08/2000 - 06/09/2000
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
SC
09/21/1998 - 04/04/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
03/12/1997 - 10/02/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/12/1997 - 10/02/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alan McCulley is the right advisor for you? Invested Better is here to help.
