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Alan D. Deuel
FLFS ADVISORY LLC
VICTOR, NY 14564
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CRD#: 4491168
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Professional summary
Alan David Deuel, ChFC®, CLU® is a registered financial advisor currently at FLFS ADVISORY LLC located in Victor, New York and LPL FINANCIAL LLC located in Victor, New York.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Alan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 05/01/2025- Finger Lakes Financial Services, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 09/11/2001- 720 Hours Per Month- 160 Hours During Trading 2. 05/01/2025-Alan D Deuel, CLU ChFC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/11/2001- 4 Hours Per Month- 3 Hours During Trading 3. 07/09/2025 - FLFS Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s)- Start date 05/01/2025- 720 Hours Per Month/ During Trading - I provide investment advisory services through FLFS Advisory, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 720 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 05/2025 - LPL Financial - Registered Representative - 720 Hours Per Month/ During Trading - provide investment services to clients
CRS (Client Relationship Summary) - RIA
Click below to view Alan David Deuel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 29, 2025 - Present
FLFS ADVISORY LLC
Office #1: 29 Lasalle Parkway, Victor, NY 14564RIA
CRD#: 334771
VICTOR, NY
Current
May 1, 2025 - Present
LPL FINANCIAL LLC
Office #1: 29 Lasalle Parkway, Victor, NY 14564RIA
BD
CRD#: 6413
VICTOR, NY
Past
May 1, 2025 - July 18, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
April 1, 2021 - May 1, 2025
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Victor, NY
Past
May 14, 2020 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
VICTOR, NY
Past
February 14, 2002 - May 1, 2025
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
VICTOR, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FLFS ADVISORY LLC
FLFS ADVISORS LLC | FLFS ADVISORY LLC
CRD#: 334771 / SEC#: 801-132387
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/1/2025)
RR
Colorado(5/1/2025)
RR
Florida(5/6/2025)
RR
Georgia(5/1/2025)
RR
Maryland(5/1/2025)
RR
Montana(5/1/2025)
RR
Nevada(5/1/2025)
IAR
New York(4/29/2025)
RR
New York(5/1/2025)
RR
North Carolina(5/1/2025)
RR
Ohio(5/1/2025)
RR
Pennsylvania(5/1/2025)
RR
South Carolina(5/1/2025)
RR
Texas(5/1/2025)
RR
Utah(5/1/2025)
RR
Virginia(5/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FA
FLFS ADVISORY LLC
FLFS ADVISORS LLC | FLFS ADVISORY LLC
CRD#: 334771 / SEC#: 801-132387
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
29 Lasalle Parkway, Victor, NY 14564
Mailing Address
Phone number
(646) 395-3900
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 142,196,357 |
Red Flags
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Company Information
FLFS ADVISORY LLC
CRD#: 334771Victor, NY 14564TRUST BUT VERIFY
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