Alan Gottlob, financial advisor Cherry Hill NJ
58 score

Alan Gottlob

CRD Number: 1343003
Current Firm: Pine Valley Private Wealth

Alan Gottlob (CRD# 1343003) is an Investment Advisor Representative working at Pine Valley Private Wealth in Cherry Hill, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Shingle Oak Advisors, LLC Voorhees, NJ Oct 2017 - Current < 1
Tfs Securities, Inc. Lincroft, NJ Jul 2013 - Sep 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bala Cynwayd, PA Jun 2011 - Jul 2013 2
Cpi Capital Voorhees, NJ Apr 2011 - Jun 2011 < 1
Shingle Oak Advisors, LLC Cherry Hill, NJ Aug 2001 - Jun 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Alan C. Gottlob
Phone Number: 856-283-4882
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NJ

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BADGES
58

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