Alan Katz is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Warrington, PA, with 27 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1352 Easton Road #14, Warrington, PA, 18976
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is the managing member of Wealth Development Group LLC, dedicating significantly more than full-time hours to providing securities and non-securities products and services. He also provides marketing and management advisory services to small businesses (currently inactive), prepares tax returns a few hours per week, and serves as Past President and Lifetime Board Member for Temple Sinai of Dresher, and POA-Attorney-In-Fact and Successor Beneficiary for KR Abelson POA and Trust.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations10 states
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