AK
CFP
AK
CFP

Alan Kines

16 Years of Experience
Hunt Valley, MD
Broker

Alan Kines is a CFP-designated registered investment advisor, based in Hunt Valley, MD, with 16 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold.

Location

303 International Circle, Suite 470, Hunt Valley, MD, 21030

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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.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2026 - Present · 4 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
July 2011 - January 2023 · 11 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
June 2010 - June 2026 · 16 yrs
State Registrations21 states
ALCACOCTDEFLGAILINMDMEMINCNJNMNYOHPATNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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