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Alan Mcculley

26 Years of Experience
Harrisburg, PA
BrokerSells Insurance

Alan Mcculley is a registered investment advisor, based in Harrisburg, PA, with 26 years of industry experience.

Location

2090 Linglestown Rd., Ste. 201, Harrisburg, PA, 17110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alan works as an Investment Advisor Representative at Comprehensive Financial Associates since July 2024, focusing on insurance, benefits, and human resources. He spends about a quarter of his time on this, including trading activities.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2024 - Present · 2 yrs
Cambridge Investment Research Advisors, INC.
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J. W. Cole Advisors, INC.
March 2019 - March 2024 · 5 yrs
Econ Wealth Management
January 2017 - January 2019 · 2 yrs
Allstate Financial Services, LLCBroker
August 2000 - October 2014 · 14 yrs 2 mos
CUNA Brokerage Services, INC.Broker
May 2000 - June 2000 · 1 mo
Linsco/private Ledger CORP.Broker
September 1998 - April 2000 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
March 1997 - October 1998 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
March 1997 - October 1998 · 1 yr 7 mos
State Registrations8 states
AZCAFLGAIDOHPAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.