Alan Ray Druckenmiller

Trust Advisory Group LTD

18 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching

Trust Advisory Group LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

1,119 clients

Average Client Portfolio

$442K average

Assets Under Management

$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

Wilbraham, MA

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History

Regulatory History (1)

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Customer Dispute

December 2022

Settled

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Other Business ActivitiesSells Insurance

Alan is a registered representative and owner of LifePath Financial Services LLC, offering financial services including fixed and variable life insurance, annuities, and health plans. He spends about a quarter of his time on this business, with a significant portion during market hours.