Alan Pascale
Alan Pascale is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Maitland, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
541 S. Orlando Avenue, Suite 209, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan helps determine financial needs for Orangewood Presbyterian Church and Acapulco Children's Home, dedicating minimal time to this activity. He also acts as a successor trustee and executor for Pascale Donna's IRA, spending minimal time on this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Princor Financial Services CorporationBroker
State Registrations21 states
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