ADVISOR BIO

Alan Clopine is an investment advisor representative at Pure Financial Advisors, LLC. Alan has been in the industry since October 2008. Alan specializes in providing financial planning services to individuals and families. Alan also provides pension consulting and educational seminars. Alan is registered with the state of California.

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ADVISOR BIO

Alan Gia Chan is a registered representative with J.p. Morgan Securities LLC, with over 10 years of experience in the financial industry. Alan has a Series 6 and Series 63 license. Alan's specializations include: * Fixed income * Equity * Mutual Funds * Variable Annuities * Options Alan has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

Alan Marc Soltman is an Investment Advisor Representative at Raymond James & Associates, Inc., with over 20 years of experience in the financial industry. Alan is a Certified Public Accountant and has been involved in various financial services roles throughout his career. Alan is registered with the state of California as an Investment Advisor Representative. Alan Marc Soltman is also President and 100% owner of Merlis, Soltman Green and Associates, an accountancy corporation.

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ADVISOR BIO

Alan Iinuma is a registered representative with Osaic Wealth, Inc. based in Gardena, CA. Alan has been in the industry since 2008 and is active in both the broker-dealer and investment adviser space. Alan has a wide range of licenses and certifications, including Series 6, 7, 24, 63 and 66, allowing Alan to provide investment advice and brokerage services to clients. Alan also offers a range of financial planning services, including asset protection, estate planning, and insurance. Alan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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Alan Theodore Dehesa is a financial advisor currently registered with Morgan Stanley. Alan has been in the industry since 2012 and has experience with both Broker-Dealer and Investment Advisor roles. Alan has licenses in 38 states, including Texas and California, and has experience with a variety of clients, including individuals, corporations, and investment companies.

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ADVISOR BIO

Alan Toman is an investment advisor representative with Regal Investment Advisors LLC. Alan Toman is registered with the state of California and is a Series 6 and Series 63 license holder. Prior to joining Regal Investment Advisors LLC, Alan Toman worked at LINCOLN FINANCIAL SECURITIES CORPORATION and Bankers Life Securities, Inc. Alan Toman has over 10 years of experience in the financial services industry. Alan Toman works with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Alan Toman specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Alan Toman offers a variety of services, including fixed fees, hourly charges, and a percentage of assets. Alan Toman is also a licensed insurance agent.

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ADVISOR BIO

Alan Shimizu is a financial advisor with over 30 years of experience in the financial industry. Alan is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a large investment firm with over $1 trillion in assets under management. Alan holds several licenses, including the Series 7, Series 66, and SIE exams, which demonstrate Alan's commitment to providing comprehensive financial advice to clients. Alan has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Alan's expertise includes investment management, retirement planning, and estate planning. Alan's goal is to help clients achieve their financial goals through personalized financial advice and strategies.

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ADVISOR BIO

Alan H. Phan is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Duarte, California. Alan is also a General Partner/Managing Member for Pinnacle Stay LLC, a property management company in Monterey Park, California. Alan has been in the industry since 2019. Alan holds the Series 66, Series 7TO, and SIE exams. Alan has a background in financial services, property management, and customer service. Alan's specialties include portfolio management for businesses and individuals, financial planning, and pension consulting.

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ADVISOR BIO

Alan Huynh is a registered investment advisor representative with Equitable Advisors, LLC. Alan has been in the financial industry since February 2023. Alan has earned his Series 66, Series 7TO, and SIE licenses and holds registrations in California and North Carolina. Alan works out of the San Francisco office of Equitable Advisors, LLC. The firm specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Alan Davis is a financial advisor at Mercer Global Advisors Inc. Alan is a registered investment advisor representative with a focus on retirement planning, investment management, and estate planning. Alan has over 10 years of experience in the financial services industry and has held previous positions at CUSO Financial Services, LP, RAYMOND JAMES FINANCIAL SERVICES, INC., and CUNA BROKERAGE SERVICES, INC.

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