Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Dawkins is a financial advisor with over 20 years of experience in the industry. Alan is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Colonial River Wealth Management LLC. Alan has held previous registrations with Lincoln Financial Securities Corporation, Capital Brokerage Corporation, and First Investors Corporation. Alan provides financial planning services to individuals and businesses. Alan is licensed to provide financial advice in 14 states and is also registered as an Investment Advisor in Virginia.
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.
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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VA
11/17/2017 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
VA
10/13/2003 - 11/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CHESAPEAKE VA)
VA
05/21/1998 - 07/23/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
03/24/1998 - 04/13/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/14/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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