How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Alan

ADVISOR PROFILE

(1) START DATE 8/2012, I DEVOTE 190 HRS/MO (125 HRS DURING TRADING) AS INDEPENDENT CONTRACTOR FOR CROWN WEALTH MANAGEMENT. THIS IS AN INVESTMENT RELATED ACTIVITY AND MY DUTIES AND SALES OF SECURITIES, INDEX ANNUITIES AND LIFE INSURANCE. (2) TOPLINE PRINTING & GRAPHICS, INC.: PRESIDENT SINCE 1/1998; I DEVOTE 5 HRS/MO (NONE DURING TRADING) TO THIS NON-INVESTMENT RELATED ACTIVITY, MY DUTIES INCLUDE ADVISING PRINTING & MARKETING COMPANY. (3) ALANG FINANCIAL SERVICES LLC: START DATE 01/2021 I DEVOTE 5 HRS/MO AS PRESIDENT OF ALANG FINANCIAL; THIS IS NOT AN INVESTMENT RELATED ACTIVITY & MY DUTIES INCLUDE TRACKING THE EXPENSES OF CROWN WEALTH AMANAGEMENT. (4) AMERICAN FINANCIAL EDUCATION SERVICES (AFES): INSTRUCTOR OF EDUCATIONAL WORKSHOPS SINCE 09/2022.TIME SPENT 4 HOURS PER MONTH, NONE DURING TRADING HOURS. NOT AN INVESTMENT RELATED ACTIVITY.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Alan Grant Morris

Experience: 12 years / 3 firms

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