Alan SwanCRD Number: 6081417
Current Firm: T. Rowe Price Advisory Services, Inc.
Alan Swan (CRD# 6081417) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|T. Rowe Price||Colorado Springs, CO||Jun 2012 - Current||5|
|Affiliated Computer Services, Inc. A Xerox Company||Colorado Springs, CO||Nov 2009 - May 2012||2|
|Unemployed||Colorado Springs, CO||Aug 2009 - Nov 2009||< 1|
|Pikes Peak Community College||Colorado Springs, CO||Aug 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
- Criminal Record
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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, WY