Alan Runkel, financial advisor Cincinnati OH
93 score

Alan Runkel

CRD Number: 1121029
Current Firm: Private Advisor Group, LLC

Alan Runkel (CRD# 1121029) is an Investment Advisor Representative working at Private Advisor Group, LLC in Cincinnati, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Cincinnati, OH Sep 2015 - Current 1
Private Advisor Group, LLC Morristown, OH Sep 2015 - Current 1
Self Employed Cincinnati, OH Oct 1986 - Current 30
Independent Life Agent Cincinnati, OH Oct 1986 - Current 30
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Sep 2015 < 1
Sterne Agee Financial Services, Inc. Cincinnati, OH Sep 2014 - Sep 2015 1
Wrp Investments, Inc. Cincinnati, OH Mar 1994 - Jan 2015 20
St. Xavier High School Cincinnati, OH Nov 2003 - Mar 2014 10
Ohio State Life Cincinnati, OH Feb 1992 - Aug 2007 15
Golden Rule Lawrenceville, IN Mar 1987 - Aug 2007 20
Banner Life Rockville, MD Jan 1987 - Aug 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Alan E. Runkel
Phone Number: 973-538-7010
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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