Alan is an expert in the field of global investing and proper asset allocation, effectively assisting his clients in the prudent diversification of their portfolios. Alan joined PFG, LLC, in early 2004, from International Assets Advisory, LLC, where he served as First Vice President and Senior Financial Consultant for over a decade. Alan has done extensive public speaking covering many investment topics both in the United States and abroad.
Alan holds his Series 7 (General Securities License), Series 63 (Uniform State Law Exam License), Series 65 (The Registered Investment Advisor License), as well as Life and Variable Annuity Licenses.
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