AS
CFP
AS
CFP

Alan Jerome Schryer

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
Loading...

Location

4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alan owns several businesses, including Noble Financial Advisors, Noble Wealth Management, Noble Real Estate & Mortgage, Noble Tax Specialists, and Noble Comprehensive Insurance Services. He dedicates a significant amount of time to these ventures, including about 10-20% of his time to Noble Comprehensive Insurance Services, which sells annuities, life, health, and property & casualty insurance.

Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
March 2017 - Present · 8 yrs 11 mos
Noble Wealth Management, INC.
February 2014 - Present · 12 yrs
Previous Registrations
Securities America, INC.Broker
December 2016 - March 2017 · 3 mos
Foothill Securities, INC.Broker
November 2014 - December 2016 · 2 yrs 1 mo
Foothill Securities, INC.
November 2014 - November 2014 · 0 mos
Foothill Securities, INC.Broker
September 2014 - September 2014 · 0 mos
Financial Telesis INCBroker
December 2013 - September 2014 · 9 mos
Financial Telesis, INC.
December 2013 - September 2014 · 9 mos
Money Concepts Advisory Service
September 2007 - December 2013 · 6 yrs 3 mos
Money Concepts Capital CORPBroker
September 2007 - December 2013 · 6 yrs 3 mos
Empire Securities CorporationBroker
November 2003 - September 2007 · 3 yrs 10 mos
Securities America Advisors INC
May 2002 - November 2003 · 1 yr 6 mos
Securities America, INC.Broker
July 1999 - November 2003 · 4 yrs 4 mos
Empire Securities Corporation of Southern CaliforniaBroker
September 1998 - June 1999 · 9 mos
Endeavor GroupBroker
December 1994 - September 1996 · 1 yr 9 mos
Executive Securities, INCBroker
March 1994 - October 1994 · 7 mos
Idm Securities CorporationBroker
May 1989 - April 1992 · 2 yrs 11 mos
State Registrations3 states
CATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.