Alana Jennings is a registered investment advisor at Trueplan Benefit and Retirement Advisors, based in Slingerlands, NY, with 21 years of industry experience. Alana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
HCSC offers investment advisory services to retirement plans and corporate entities, charging either a flat-rate fee, an asset-based fee, or tiered-rate fees. The specific fee structure is agreed upon in the client's Retirement Plan Services and Investment Advisory Agreement. Fees are negotiable and may vary based on the client's circumstances. HCSC does not provide investment advisory services directly to individual retirement plan participants.
Location
Slingerlands, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trueplan Benefit and Retirement Advisors
Healthcare Community Securities CORP.
Healthcare Community Securities CORP.Broker
Previous Registrations
MML Investors Services, LLCBroker
Pentegra Distributors INC.Broker
Transamerica Investors Securities CorporationBroker
LPL Financial LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
First Albany CorporationBroker
Sunamerica Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations1 state
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