Alan Kinney, financial advisor Savannah GA
93 score

Alan Kinney

CRD Number: 1164933
Current Firm: Wells Fargo Advisors, LLC

Alan Kinney (CRD# 1164933) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Savannah, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Savannah, GA Oct 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Savannah, GA Jun 2005 - Oct 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Alan D. Kinney
Phone Number: 314-875-3000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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