Alan AndersonCRD Number: 5436043
Current Firm: Carlyle Wealth Planning
Alan Anderson (CRD# 5436043) is an Investment Advisor Representative working at Carlyle Wealth Planning in Atlanta, GA and has over 10 years of experience in the finance industry. Alan Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jul 2016 - Current||1|
|Carlyle Wealth Planning, Inc.||Alpharetta, GA||Apr 2009 - Current||8|
|Vsr Financial Services, Inc.||Overland Park, KS||Oct 2011 - Jul 2016||4|
|Vsr Advisory Services||Overland Park, KS||Oct 2011 - Jul 2016||4|
|Smh Capital Inc.||Houston, TX||Oct 2007 - Oct 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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