Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Null is a financial advisor with LPL Financial LLC, registered in Florida and Texas. Alan has been in the financial industry since 1996, working with Waddell & Reed before joining LPL Financial LLC. Alan has a diverse background and is currently involved with several businesses in addition to his advisory work at LPL Financial LLC. Alan offers a range of financial planning and investment advisory services, including portfolio management for individuals and businesses. He is committed to providing personalized advice and helping clients achieve their financial goals.
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.
1
2
FL
07/21/2021 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
01/09/1996 - 07/21/2021
WADDELL & REED (TALLAHASSEE FL)
IA
Issued 01/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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