Alan is celebrating his 14th year at Bank RI Investment Services and holds a FINRA Series 7 General Securities Representative registration, a Series 66 Uniformed Combined Registered Investment Advisor registration through Commonwealth Financial Network®, and a Life, Accident and Health Insurance producer license in RI and MA. He also maintains a Certified Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning and he has received the Five Star Wealth Manager Award from 2015 through 2022. With 17 years of experience in the industry, Alan understands that there is no one-size-fits-all solution and that the unique circumstances and objectives of each customer dictate both the method of investing and the types of vehicles chosen to pursue them. He offers high-touch personal investment counseling for individuals and businesses, working closely with every client to find a strategy that specifically fits their needs.
2015-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered within 12 months preceding the issue date. 648 advisors were considered, 130 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
