AF
AF

Alana Kay Furlow

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

1 N. Franklin St, Ste 3450, Chicago, IL, 60606

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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

Alana is an agent for TrueWealth Advising Group and National Life, focusing on insurance-related activities, dedicating full-time hours to these roles. She also organizes and facilitates meetings for Wing-Women Inspiring and Nurturing Growth, meeting once a month.

Employment History
Current Registrations
Equity Services, INC.Broker
September 2021 - Present · 4 yrs 5 mos
Esi Financial Advisors
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2015 - September 2021 · 5 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 2014 - September 2021 · 6 yrs 10 mos
State Registrations6 states
IAILINMIOHTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alana Kay Furlow - Financial Advisor | TrueAdvisor