AC
AC

Alan Dean Cantrell

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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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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Other Business ActivitiesSells Insurance

Alan is the President/CEO of Retirement Strategies Group LLC and an insurance agent, focusing on life insurance and annuity sales, dedicating about half of his time to these activities. He also manages Precision Golf Strategies, LLC, a golf simulator business, spending a few hours per week, primarily on weekends.

Employment History
Current Registrations
Simplicity Wealth
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Freedom Day Solutions, LLC
June 2020 - August 2022 · 2 yrs 2 mos
Advanced Retirement Solutions, INC.
April 2019 - March 2021 · 1 yr 11 mos
Foundations Investment Advisors LLC
August 2018 - May 2019 · 9 mos
USA Financial Securities Corporation
May 2017 - November 2017 · 6 mos
State Registrations3 states
ARORWA
Advisor
Exams
No exam information available for this advisor.