AT

Alan P Tubbergen

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
134 clients
Average Client Portfolio
$569K average
Assets Under Management
$76.3M

Fee Structure

This document provides information about Larry Andreano, an Investment Adviser Representative of Advisory Advocates, LLC. It does not contain any fee information.

Areas of Practice
Investment Management
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Advisor Information

Office location

4981 Cascade Road, Suite C, Grand Rapids, MI, 49546

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Alan is involved with PLG Planning, LLC as an insurance agent selling fixed life and annuity products since 2015, dedicating about 10-20% of his time. He also represents StrydeSavings.com and Growth Management Group, showing businesses cost savings matters, spending minimal time on this during non-trading hours.

Employment History
Current Registrations
Advisory Advocates LLC
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Personal Legacy Planners
January 2014 - March 2021 · 7 yrs 2 mos
USA Wealth Management LLC
January 2011 - December 2013 · 2 yrs 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.