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Alan Housman

2 Years of Experience
Whitestown, IN
Broker

Alan Housman is a registered investment advisor at Capital Client Group, INC., based in Whitestown, IN, with 2 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
600 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Whitestown, IN

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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
Capital Client Group, INC.
October 2024 - Present · 2 yrs
Capital Client Group, INC.
September 2024 - Present · 2 yrs 1 mo
Capital Client Group, INC.Broker
September 2024 - Present · 2 yrs 1 mo
State Registrations17 states
CAIAILINKYMIMNMONDNENJNYOHPASDTXWI
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.