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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 Richard Silver is a financial advisor with Grove Point Advisors, LLC, located in Lutherville, Maryland. Alan has been in the industry since 1998, and holds both Series 6 and Series 65 licenses. Prior to joining Grove Point Advisors, Alan worked for Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, NFP Securities, Inc., and United Planners' Financial Services of America. Alan specializes in working with high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Alan provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Lutherville MD)
IN
04/08/2003 - 01/06/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/08/2003 - 01/06/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
06/15/2001 - 07/17/2003
NFP SECURITIES, INC. (AUSTIN TX)
AZ
05/28/1997 - 11/02/2000
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
IA
Issued 10/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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