Alan L. Oehrig
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Alan L Oehrig, who also goes by Alan Lee Oehrig, was a registered financial professional .
Alan is a previously registered financial professional and started their career in finance in 1982. Alan had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 8, 2011 - December 21, 2020
FAIRPORT ADVISORS, INC.
June 23, 2010 - December 21, 2020
FAIRPORT CAPITAL, INC.
December 16, 2009 - April 30, 2010
EQUITABLE ADVISORS, LLC
January 18, 2007 - July 15, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 19, 1998 - July 15, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 31, 1988 - January 21, 1998
MSI FINANCIAL SERVICES, INC.
November 9, 1982 - January 21, 1998
METROPOLITAN LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FAIRPORT ADVISORS, INC.
CRD#: 117177 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 54,700,000 |
Red Flags
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