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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 McClain is a financial advisor with Prime Capital Financial, a registered investment advisor. Alan has been in the financial services industry since 2000 and has experience in investment advisory, insurance, and retirement planning. Alan is a Series 7 and Series 66 licensed financial advisor and a member of the state of Texas. He is passionate about helping clients achieve their financial goals and has a strong track record of success. Alan is committed to providing clients with personalized financial advice and guidance.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
09/28/2023 - Present
Prime Capital Financial (HOUSTON TX)
TX
09/03/2020 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (HOUSTON TX)
TX
09/02/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
TX
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (HOUSTON TX)
TX
04/22/2010 - 11/01/2017
GIRARD SECURITIES, INC. (HOUSTON TX)
TX
07/25/2002 - 07/09/2003
THIRD COAST SECURITIES, LLC. (CORPUS CHRISTI TX)
TX
04/27/2000 - 04/15/2002
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
BOTH
Issued 12/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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