Alan Lancz is a registered investment advisor, based in Toledo, OH, with 44 years of industry experience.
Location
3435 N. Holland Sylvania Road, Toledo, OH, 43615
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is the President/RIA of Alan B Lancz & Associates Inc., dedicating nearly full-time hours to managing the RIA. He is also the Director of Research for Lancz Global LLC, spending about half his time originating independent research and analysis, and is involved in numerous real estate and investment-related entities, as well as two track and trace companies.
Employment History
Current Registrations
Crescent Securities Group, INC.
Crescent Securities Group, INC.Broker
Alan B. Lancz & Associates, INC.
Previous Registrations
International Assets Advisory, LLCBroker
Midamerica Financial Services, INC.Broker
Capital Investment Group, INC.Broker
Robert Thomas Securities, INCBroker
Royal Alliance Associates, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
Nel Equity Services CorporationBroker
State Registrations10 states
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