Alan Supp (CRD# 2702624) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, MI and has over 28 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Cantella & Company, Inc. | Malden, MA | Jul 2018 - Mar 2023 | 4 |
| Cantella & Company, Inc. | Malden, MA | Jul 2018 - Dec 2022 | 4 |
| Winslow, Evans & Crocker, Inc. | Boston, MA | Jun 2018 - Jul 2018 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Mar 2018 | 3 |
| Morgan Stanley | Grand Rapids, MI | Nov 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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