Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Lane Towell is an investment advisor representative with Brandes Investment Partners, LP. Allan has been in the securities industry since 1999. Allan is licensed to provide advisory services in California. Allan is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Allan is qualified to provide investment advice to high-net-worth individuals, corporations, investment companies, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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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2
CA
09/30/2008 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
06/16/2008 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
03/31/2005 - 04/30/2008
WARNER BECK INCORPORATED (SAN DIEGO CA)
TX
02/26/2002 - 03/28/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CO
12/03/1998 - 12/31/2001
ASPEN INVESTMENT ALLIANCE, INC. (DENVER CO)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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