Alan Bird, financial advisor Elizabeth IL

Alan Bird

CRD Number: 1236787
Current Firm: Mcdevitt & Bird Investment Management Co

Alan Bird (CRD# 1236787) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Elizabeth, IL and has over 37 years of experience in the finance industry.

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Investments By Design, Inc.
Professional Designations
Company Name Location Dates Years
Mcdevitt & Bird Investment Management Company Elizabeth, IL Sep 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
Contact Info for Alan W. Bird
Phone Number: 815-275-4406
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $846,380
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, WI

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