Allan Macvean
CRD Number: 2070157Current Firm: United Planners' Financial Services Of America A Limited Partner
Allan Macvean (CRD# 2070157) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Johnstown, NY and has over 33 years of experience in the finance industry. Allan Macvean 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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| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Jul 2020 - Current | 3 |
| Allan Macvean | Johnstown, NY | Jul 2020 - Current | 3 |
| Fixed Life Insurance | Johnstown, NY | Sep 1990 - Current | 33 |
| Mohawk Valley Board Sports Officials | Johnstown, NY | Sep 1979 - Current | 44 |
| Hfm Boces | Gloversville, NY | Jul 1975 - Current | 48 |
| Ssn Advisory Inc. | Johnstown, NY | Oct 2011 - Jul 2020 | 8 |
| Securities Service Network | Johnstown, NY | Oct 2011 - Jul 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- FL
- NY
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
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