Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Conrad Cruickshanks is a financial advisor with over 15 years of experience in the industry. Allan is currently registered with Janney Montgomery Scott LLC and has previously worked at BB&T Securities, LLC and Scott & Stringfellow, LLC, among others. Allan holds the Series 7, Series 63, and Series 79TO licenses. Allan is currently registered in Colorado, Georgia, and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
VA
05/24/2024 - Present
Janney Montgomery Scott LLC (RICHMOND VA)
GA
07/31/2020 - 06/19/2024
TM CAPITAL LLC (ATLANTA GA)
VA
01/02/2013 - 07/08/2020
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/05/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
02/10/2010 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
DC
08/13/2007 - 07/02/2009
JEFFERIES & COMPANY, INC. (WASHINGTON DC)
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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