Five Concourse Parkway, Suite 3000, Atlanta, GA, 30328
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alan is an agent for Dempsey Companies, selling fixed and traditional insurance since 2009, dedicating a few hours per week. He also owns Carlyle Wealth Management, a DBA for marketing financial services, and this takes up nearly all of Alan's time. Finally, Alan is a referral source for Medicare Backoffice, an insurance agency, spending minimal time on this activity.