Alan McQueenCRD Number: 330373
Current Firm: D.a. Davidson & Company
Alan McQueen (CRD# 330373) is an Investment Advisor Representative working at D.a. Davidson & Company in Long Beach, CA and has over 27 years of experience in the finance industry.
Raymond James & Associates, Inc.
Grove Point Advisors, LLC
Awm Capital, LLC
|D.a. Davidson & Company||Long Beach, CA||Nov 2013 - Current||8|
|Crowell, Weedon & Company||Long Beach, CA||May 1976 - Nov 2013||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
|S65||NASAA Investment Advisors Law Examination||Jun 2016|
Total Assets Under Management27,233MILLIONS
Total Number of Accounts70,553ACCOUNTS
Average Account Value$385,992
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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