Alan Rattee (CRD# 7402533) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 2 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Merrimack, NH | Jun 2021 - Current | 2 |
Hamilton College | Clinton, NY | Aug 2020 - Jun 2021 | < 1 |
Fidelity Investments | Merrimack, NH | Jun 2020 - Aug 2020 | < 1 |
Hamilton College | Clinton, NY | Aug 2019 - May 2020 | < 1 |
Irwin Marine | Gilford, NH | May 2019 - Aug 2019 | < 1 |
Hamilton College | Clinton, NY | Aug 2018 - May 2019 | < 1 |
Irwin Marine | Gilford, NH | May 2018 - Aug 2018 | < 1 |
Hamilton College | Clinton, NY | May 2017 - May 2018 | 1 |
Anb Fire Protection | Penacook, NH | Jun 2015 - May 2018 | 2 |
Tilton School | Tilton, NH | Aug 2014 - May 2017 | 2 |
Merrimack Valley Middle School | Penacook, NH | Jun 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2021 |
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- MO
- NH
-
Total Assets Under Management635MILLIONS
-
Total Number of Accounts869ACCOUNTS
-
Average Account Value$730,607
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, MD, ME, MO, MT, NC, NH, NY, PA, SC, TX, VA, VT
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