Alan De Flumere
CRD Number: 6136941Current Firm: Covenant Financial Planning And Resource Management, Inc.
Alan De Flumere (CRD# 6136941) is an Investment Advisor Representative working at Covenant Financial Planning And Resource Management, Inc. in Memphis, TN and has over 11 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Covenant Financial Planning And Resource Management, Inc. | Memphis, TN | Sep 2013 - Current | 10 |
| Fedex | Memphis, TN | Nov 1993 - Jan 2024 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- TN
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$270,689
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
TN
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