AL
AL

Alan Conrad Luchay

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
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Location

Hanahan, SC

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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 owns rental properties in South Carolina, managed by a third party, requiring minimal time. He also sells life, health, and fixed index annuities through various insurance companies as a general agent.

Employment History
Current Registrations
Spc
June 2006 - Present · 19 yrs 8 mos
Parkland Securities, LLCBroker
February 2002 - Present · 24 yrs
Previous Registrations
Walnut Street Securities, INC.Broker
April 2001 - February 2002 · 10 mos
State Registrations2 states
SCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.