TrueAdvisor
TrueAdvisor
AS
AS

Alani Leonardo Sewell

Capital Analysts
16 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Capital Analysts
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee

Location

5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044

Get directions

History

Regulatory History
Clean regulatory record

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

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 →
Employment History
Current Registrations
Capital Analysts
February 2015 - Present · 11 yrs
Lincoln Investment
April 2011 - Present · 14 yrs 10 mos
Lincoln Investment
October 2009 - Present · 16 yrs 4 mos
Lincoln InvestmentBroker
October 2009 - Present · 16 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2008 - March 2009 · 3 mos
Ameriprise Financial Services, INC.Broker
November 2008 - March 2009 · 4 mos
Ameriprise Financial Services, INC.Broker
August 2008 - September 2008 · 1 mo
State Registrations9 states
ARDEFLMDMINJNMPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.