Alan McClure (CRD# 6570015) is an Investment Advisor Representative working at Lifemark Securities Corp. in Baton Rouge, LA and has over 8 years of experience in the finance industry.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Nov 2018 - Current | 5 |
| Logical Investments | Bation Rouge, LA | May 2015 - Current | 9 |
| Foresters Equity Services, Inc. | Baton Rouge, LA | Nov 2015 - Nov 2018 | 3 |
| Mcclure's Construction | Baton Rouge, LA | Aug 2014 - May 2015 | < 1 |
| Unemployed | Bation Rouge, LA | Feb 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- LA
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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