Alan Deuel
Alan Deuel is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Victor, NY, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
29 Lasalle Parkway, Victor, NY, 14564
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Alan operates Finger Lakes Financial Services, Inc. as a DBA for his LPL business, dedicating full-time hours to it. He also acts in a fiduciary capacity for the Amy Scaramuzzino Supplemental Needs Trust and sells non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Flfs Advisory LLC
Previous Registrations
LPL Financial LLC
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
State Registrations15 states
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.