1 Mill Ridge Lane, Suite 201, Chester, NJ, 07930
Get directionsNo 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 →Allan sells annuities through The Annuity Store and life insurance and annuities as President of an insurance business, dedicating about 10-20% of his time and about a quarter of his time respectively. He also serves as President and Investment Advisor Representative for Vera Capital Management, LLC, managing retirement funds full-time, and owns rental property, dedicating minimal time.