Alan Bender is a registered investment advisor, based in Covington, LA, with 33 years of industry experience.
Location
Covington, LA
Get directionsHistory
Regulatory History
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
Alan refers life insurance sales to CoSource Financial and works as an investment representative for CoSource Financial Group, LLC. He is also a partner and vice president at Retirement Strategies Group, LLC, dedicating nearly full-time hours to sales, service, operations, and supervisory responsibilities related to qualified retirement plans.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
Veravest Investments, INC.Broker
Pan-American Financial Services, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.