AM
CFP
AM
CFP

Allan Mark Macvean

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
531 advisors
Number of Clients
26,942 clients
Average Client Portfolio
$395K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$10K
Loading...

Location

Johnstown, NY

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

Allan works as a sub bus driver and a sports referee, and is also a deacon at Crossroads Comm Church. He is also an insurance agent selling fixed life insurance and non-variable insurance products since 1990.

Employment History
Current Registrations
Previous Registrations
Ssn Advisory, INC.
November 2011 - July 2020 · 8 yrs 8 mos
Securities Service Network, LLCBroker
November 2011 - July 2020 · 8 yrs 8 mos
Securities America, INC.Broker
January 2007 - October 2011 · 4 yrs 9 mos
Ing Financial Advisers, LLCBroker
June 1998 - December 2006 · 8 yrs 6 mos
Aetna Financial Services, INC.Broker
April 1998 - October 2000 · 2 yrs 6 mos
Sunamerica Securities, INC.Broker
December 1996 - April 1998 · 1 yr 4 mos
CUNA Brokerage Services, INC.Broker
January 1994 - August 1996 · 2 yrs 7 mos
Copeland Equities, INC.Broker
August 1990 - January 1994 · 3 yrs 5 mos
State Registrations5 states
FLNCNYORTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allan Mark Macvean - Financial Advisor | TrueAdvisor