Alan Whitby, financial advisor Coconut Grove FL
90 score

Alan Whitby

CRD Number: 5330508
Current Firm: Investor Solutions

Alan Whitby (CRD# 5330508) is an Investment Advisor Representative working at Investor Solutions in Coconut Grove, FL and has 1 year of experience in the finance industry. Alan Whitby 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.

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Professional Designations
Company Name Location Dates Years
Investor Solutions Coconut Grove, FL Jan 2008 - Current 8
Lubitz Financial Group Miami, FL Apr 2007 - Current 9
Unemployed Miami, FL Jan 2007 - Apr 2007 < 1
Noesis Capital Management Boca Raton, FL Mar 2002 - Jan 2007 4

Alan Whitby has no recent exams reported.
Contact Info for Alan J. Whitby
Phone Number: 305-443-3339
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    707
    MILLIONS
  • Total Number of Accounts
    1,335
    ACCOUNTS
  • Average Account Value
    $529,373
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, LA, NC, NH, NJ, NY, OK, OR, PA, SC, TN, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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