Alan SimpsonCRD Number: 4467281
Current Firm: Colville Wealth Advisory, LLC
Alan Simpson (CRD# 4467281) is an Investment Advisor Representative working at Colville Wealth Advisory, LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Colville Wealth Advisory, LLC||Charlotte, NC||Dec 2017 - Current||< 1|
|Signator Investors, Inc.||Charlotte, NC||May 2016 - Current||1|
|Alan R. Simpson, Jr. Cpa||Charlotte, NC||Jan 1988 - Current||30|
|Transamerica Financial Advisors, Inc.||Charlotte, NC||Sep 2009 - May 2016||6|
|Transamerica Financial Advisors||Charlotte, NC||Oct 2001 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses