Alan Majak (CRD# 2658928) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 28 years of experience in the finance industry. Alan Majak 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maryland Financial Group, Inc. Dba Legacy Wealth Management | Loxahatchee, FL | May 2021 - Current | 2 |
| Lpl Financial LLC | Loxahatchee, FL | May 2021 - Current | 2 |
| Retired | Loxahatchee, FL | Mar 2021 - May 2021 | < 1 |
| Truist Investment Services, Inc. | Palm Beach, FL | Feb 2021 - Mar 2021 | < 1 |
| Bb&t Securities, LLC | Charlotte, NC | Jan 2018 - Mar 2021 | 3 |
| Bb&t Bank | West Palm Beach, FL | Nov 2012 - Jan 2019 | 6 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Nov 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- FL
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Total Assets Under Management1,112MILLIONS
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Total Number of Accounts3,859ACCOUNTS
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Average Account Value$288,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA
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