Alan Robert Nachman

Captrust

39 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Captrust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

841 advisors

Number of Clients

36,839 clients

Average Client Portfolio

$29.4M average

Assets Under Management

$1083.1B

Location

1116 South Main Street, Greenville, SC, 29601-3300

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History

Regulatory History (1)

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Customer Dispute

September 2010

Settled

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Other Business Activities

Alan is a managing member and partner in NNPD Properties, LLC, a commercial real estate venture, dedicating minimal time to rental income and property management. He also serves on the boards of the Greenville Symphony Endowment Fund and the YMCA of Greenville Foundation, spending minimal time on each.

Employment History

Current Registrations

Capfinancial Securities, LLC.Broker

July 2021 - Present · 4 yrs 7 mos

Captrust

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Nachman Norwood & Parrott, INC.

May 2018 - November 2021 · 3 yrs 6 mos

Purshe Kaplan Sterling InvestmentsBroker

May 2018 - August 2021 · 3 yrs 3 mos

Wachovia Securities, LLCBroker

October 1999 - September 2007 · 7 yrs 11 mos

First Union Capital Markets CORP.Broker

January 1993 - October 1999 · 6 yrs 9 mos

Nationsbanc Securities, INC.Broker

December 1989 - February 1993 · 3 yrs 2 mos

Smith Barney, Harris Upham & CO., IncorporatedBroker

October 1986 - December 1989 · 3 yrs 2 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.