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AC

Alan M. Cobb

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CRD#: 49158
AC

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 Morrow Cobb, who also goes by Chip Cobb, was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 1973. Alan had worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chip Cobb

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 27, 2004 - December 31, 2015

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
PROVIDENCE, RI
Past

August 19, 2002 - January 10, 2006

MARATHON CAPITAL GROUP, LLC

RIA
CRD#: 109306
BOSTON, MA
Past

December 10, 2001 - December 31, 2015

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
PROVIDENCE, RI
Past

January 6, 1993 - December 6, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

January 11, 1982 - January 16, 1991

BARCLAY INVESTMENTS LLC

BD
CRD#: 6159
NEW YORK, NY
Past

September 16, 1977 - September 26, 1977

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

July 20, 1977 - November 8, 1983

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

BD
CRD#: 7238
Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

BD
CRD#: 7058
Past

March 7, 1973 - February 27, 1976

BACHE & CO., INCORPORATED

BD
CRD#: 66

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
RR
Series 63
Date: 12/11/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/1/1973
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


IC
INVESTORS CAPITAL CORP.
INVESTORS CAPITAL ADVISORY | INVESTORS CAPITAL CORP.

CRD#: 30613 / SEC#: 801-62341, 8-45054

BD
Terminated by SEC on 01/17/2017
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Contact information


Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
Established
Massachusetts since 07/06/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ICA PART 2A BROCHURE & APPENDIX 1 (10/5/2016)

Direct owners and executive officers


NamePositionCRD#
INVESTORS CAPITAL HOLDINGS, LLCOWNER
BRETON, BERNARD ANDREBD CHIEF COMPLIANCE OFFICER2030660
OLSON, GREGORY ALANSECRETARY2692482
SHELSON, MARK PAULTREASURER1819252
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604

Disclosures


Regulatory Event22
Arbitration11

Red Flags


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

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTORS CAPITAL CORP.

CRD#: 30613

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