AM
CFP
Allan Mark Macvean
34 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning
Loading...
Advisor Information
Office location
Johnstown, NY
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allan works as a sub bus driver and a sports referee, and is also a deacon at Crossroads Comm Church. He is also an insurance agent selling fixed life insurance and non-variable insurance products since 1990.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
July 2020 - Present · 5 yrs 6 mos
United Planners' Financial Services of America a Limited Partner Broker
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Ssn Advisory, INC.
November 2011 - July 2020 · 8 yrs 8 mos
Securities Service Network, LLCBroker
November 2011 - July 2020 · 8 yrs 8 mos
Securities America, INC.Broker
January 2007 - October 2011 · 4 yrs 9 mos
Ing Financial Advisers, LLCBroker
June 1998 - December 2006 · 8 yrs 6 mos
Aetna Financial Services, INC.Broker
April 1998 - October 2000 · 2 yrs 6 mos
Sunamerica Securities, INC.Broker
December 1996 - April 1998 · 1 yr 4 mos
CUNA Brokerage Services, INC.Broker
January 1994 - August 1996 · 2 yrs 7 mos
Copeland Equities, INC.Broker
August 1990 - January 1994 · 3 yrs 5 mos
State Registrations5 states
FLNCNYORTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.