Alan Grant Morris

13 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management

Advisory Services Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

232 advisors

Number of Clients

11,852 clients

Average Client Portfolio

$727K average

Assets Under Management

$8.6B

Fee Structure

Minimum Investment:$25K

Location

4440 Pga Blvd, Suite 600, Palm Beach Gardens, FL, 33410

Get directions

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. Learn how to evaluate them.

Customer Dispute

June 2021

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan is an independent insurance agent since 2012, selling life insurance and annuity products, dedicating minimal time to this activity. He is also the president of Topline Printing & Graphics, Inc. and Alang Financial Services LLC, and an instructor for American Financial Education Services, spending minimal time on each.

Employment History

Current Registrations

Advisory Services Network

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Calton & Associates, INC.Broker

October 2023 - December 2023 · 2 mos

Crown Capital Securities, L.P.

May 2012 - October 2023 · 11 yrs 5 mos

Crown Capital Securities, L.P.Broker

March 2012 - October 2023 · 11 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.