Allan Proske is a CFP-designated registered investment advisor, based in Daniel Island, SC, with 7 years of industry experience.
Location
115 Fairchild Street Suite 320, Daniel Island, SC, 29492
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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 →Other Business ActivitiesSells Insurance
Allan is a partner at Coastal Strategic Capital under two DBAs, one generally and one specifically for insurance. Both roles each take nearly full-time.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
November 2021 - September 2022 · 10 mos
Securian Financial Services, INC.
July 2018 - November 2021 · 3 yrs 4 mos
Securian Financial Services, INC.Broker
June 2018 - November 2021 · 3 yrs 5 mos
State Registrations22 states
AZCACOCTDCFLGAILMDMONCNHNJNVNYOHPARISCTNTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.