Alan Doyle, financial advisor Grand Junction CO
58 score

Alan Doyle

CRD Number: 1254542
Current Firm: Cambridge Investment Research Advisors, Inc.

Alan Doyle (CRD# 1254542) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grand Junction, CO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2013 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2013 - Current 3
United Planners Financial Services Scottsdale, AZ Aug 2001 - Apr 2013 11
Professional Mortgage Planners Grandjunction, CO Jan 1997 - Jun 2008 11
Cch Computers & Training Grand Junction, CO Jul 2003 - Jan 2008 4
Chris Doyle / Lloyd Of Junction Insurance Grand Junction, CO Apr 1989 - Nov 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Sep 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Alan C. Doyle
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • Educational seminars/workshops
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
58

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