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AL

Alfred C. Ludlum

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CRD#: 2204233
AL

Professional summary


Alfred Clay Ludlum III was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Alfred is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, Alfred had worked at 6 firms, which includes PRINTZ CAPITAL MANAGEMENT LLC, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH PIERCE FENNER & SMITH INCORPORATED, FINANCIAL HORIZONS SECURITIES CORPORATION, CITICORP INVESTMENT SERVICES, CITICORP FINANCIAL SERVICESINC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


A. Clay Ludlum Iii | Alfred C Ludlum

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 25, 2006 - June 27, 2011

PRINTZ CAPITAL MANAGEMENT, LLC

RIA
CRD#: 141799
PHILADELPHIA, PA
Past

September 22, 2006 - December 31, 2006

PRINTZ CAPITAL MANAGEMENT, LLC

RIA
CRD#: 141799
PHILADELPHIA, PA
Past

December 15, 2003 - August 23, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
PHILADELPHIA, PA
Past

December 12, 2003 - August 23, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
PHILADELPHIA, PA
Past

July 30, 1997 - December 16, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
STAMFORD, CT
Past

October 23, 1996 - December 16, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

November 30, 1993 - July 17, 1995

FINANCIAL HORIZONS SECURITIES CORPORATION

BD
CRD#: 20221
Past

June 1, 1992 - October 25, 1996

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

January 15, 1992 - June 1, 1992

CITICORP FINANCIAL SERVICES,INC.

BD
CRD#: 14675

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/14/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/14/2005
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


No current employment

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