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Alan Ray Druckenmiller

Trust Advisory Group Ltd.

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About Alan Ray Druckenmiller

Alan Druckenmiller is a financial advisor with Trust Advisory Group Ltd. Alan specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Alan is also licensed to provide pension consulting. Alan has been a financial advisor since 2007 and is licensed to provide investment advice in multiple states. Alan has been an investment advisor representative with Centaurus Financial, Inc., Signator Investors, Inc., and Thrivent Investment Management Inc. Alan is also the owner of LifePath Financial Services LLC.

Firm Information

Alan Druckenmiller is currently registered with Trust Advisory Group Ltd.. Trust Advisory Group Ltd. is an investment advisor located in BIRMINGHAM, AL. The firm has 43 investment advisor representatives and manages $560,370,155 in regulatory assets under management. Trust Advisory Group Ltd. primarily provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. The firm serves individuals, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities.
Trust Advisory Group Ltd.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$560.37M

Assets Under Management

11

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Druckenmiller’s Registration & Firm History

MA

02/24/2014 - Present

Trust Advisory Group Ltd. (WILBRAHAM MA)

MA

05/08/2012 - 12/26/2013

CENTAURUS FINANCIAL, INC. (MONSON MA)

MA

09/04/2009 - 05/09/2012

SIGNATOR INVESTORS, INC. (AGAWAM MA)

MA

04/10/2007 - 09/11/2009

THRIVENT INVESTMENT MANAGEMENT INC. (WILBRAHAM MA)

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Licenses & Designations

BOTH

Issued 05/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Alan Ray Druckenmiller. Review regulatory record here.
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