AS
AS
Alan Sasson
33 Years of Experience
Bloomfield Hills, MI
1 DisclosureBroker
Alan Sasson is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2009Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.
June 2012 - Present · 13 yrs 11 mos
Raymond James & Associates, INC.
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
October 2010 - June 2012 · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2005 - June 2012 · 7 yrs 2 mos
Morgan Stanley
December 2002 - April 2005 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
July 1998 - April 2005 · 6 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - August 1998 · 5 yrs 9 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.