Alan ShallCRD Number: 1926314
Current Firm: Southland Equity Partners, LLC
Alan Shall (CRD# 1926314) is an Investment Advisor Representative working at Southland Equity Partners, LLC in Akron, OH and has over 29 years of experience in the finance industry. Alan Shall 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.
Strategic Wealth Partners, Ltd.
Valic Financial Advisors, Inc.
|Southland Equity Partners||Akron, OH||Sep 2014 - Current||3|
|Fsc Securities Corporation||Hudson, OH||Jun 2012 - Current||5|
|Capital Securities Of America, Inc.||Akron, OH||Jan 2004 - Current||14|
|Wunderlich Securities, Inc.||Akron, OH||Mar 2007 - Jun 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
Total Assets Under Management129MILLIONS
Total Number of Accounts941ACCOUNTS
Average Account Value$137,164
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, HI, KY, NC, NY, OH, TN, VA, WV
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