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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 Willard Kirchner is a financial advisor with Crawford Investment Counsel Inc., located in Atlanta, GA. Alan has been in the financial industry since 1981. Prior to joining Crawford Investment Counsel Inc., Alan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Quest Capital Strategies, Inc. Alan specializes in portfolio management for individuals, businesses, and investment companies. Alan is registered with the state of Florida as an investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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GA
07/13/2015 - Present
Crawford Investment Counsel Inc. (ATLANTA GA)
FL
09/02/2005 - 03/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA FL)
CA
12/19/2003 - 09/23/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TN
04/29/1985 - 03/04/1998
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NA
04/02/1982 - 04/17/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/22/1981 - 02/12/1982
EDWARD D. JONES & CO., L.P.
IA
Issued 04/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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