Alan LoginCRD Number: 1089791
Current Firm: Stifel, Nicolaus & Company, Incorporated
Alan Login (CRD# 1089791) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Shrewsbury, NJ and has over 35 years of experience in the finance industry.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Stifel Nicolaus & Co Inc.||Shrewsbury, NJ||Oct 2014 - Current||3|
|Lpl Financial||Toms River, NJ||Jun 2009 - Oct 2014||5|
|Wachovia Securities, LLC||Seaside Park, NJ||Jun 2003 - Jun 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
Total Assets Under Management53,887MILLIONS
Total Number of Accounts141,170ACCOUNTS
Average Account Value$381,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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