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Alan Howard Fryman
Latitude Advisors, LLC
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & Coaching
Investment Management
Retirement Planning
Tax Planning
Education Planning
Latitude Advisors, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M
Fee Structure
Investment Management
Planning
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Location
Vero Beach, FL
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Customer Dispute
May 2020
Withdrawn
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How to Read Disclosures
Employment History
Current Registrations
Latitude Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Blackridge Asset Management, LLC
June 2017 - September 2024 · 7 yrs 3 mos
Peak Brokerage Services, LLC
Broker
June 2017 - September 2024 · 7 yrs 3 mos
LPL Financial LLC
Broker
May 2011 - June 2017 · 6 yrs 1 mo
LPL Financial LLC
May 2011 - June 2017 · 6 yrs 1 mo
Signator Investors, INC.
February 2005 - June 2011 · 6 yrs 4 mos
Signator Investors, INC.
Broker
November 2004 - June 2011 · 6 yrs 7 mos
Royal Alliance Associates, INC.
Broker
August 2004 - September 2004 · 1 mo
High Mark Securities, INC.
Broker
October 2002 - September 2004 · 1 yr 11 mos
AXA Advisors, LLC
August 2000 - October 2002 · 2 yrs 2 mos
AXA Advisors, LLC
Broker
June 2000 - October 2002 · 2 yrs 4 mos
Mimlic Sales Corporation
Broker
December 1991 - June 1992 · 6 mos
State Registrations
1 state
FL
Advisor
Exams
No exam information available for this advisor.