Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Alcayde is an Investment Advisor Representative with LPL Financial LLC, a firm with over 1900000 accounts and more than $50 billion in regulatory assets under management. Allan has been in the financial services industry since 1997, providing investment advisory and financial planning services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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CA
03/11/2019 - Present
LPL Financial LLC (PLEASANTON CA)
CA
07/02/2009 - 03/07/2019
WOODBURY FINANCIAL SERVICES, INC. (PLEASANTON CA)
CA
10/29/2002 - 07/02/2009
U.S. BANCORP INVESTMENTS, INC. (PLEASANTON CA)
TX
05/23/2001 - 02/21/2003
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
09/15/1999 - 05/18/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
GA
11/18/1997 - 05/25/1999
WMA SECURITIES, INC. (DULUTH GA)
NJ
07/26/1989 - 03/14/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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