Alan Spero, financial advisor Owings Mills MD
89 score

Alan Spero

CRD Number: 6127172
Current Firm: Lincoln Financial Advisors Corporation

Alan Spero (CRD# 6127172) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Owings Mills, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Owings Hills, MD Nov 2012 - Current 4
Gorfine Schiller & Gardyn Owings Mills, MD Jul 1994 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Alan Spero
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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