DIRECTORY RECORD
Alan Charles Lowenfels
Vice President, Vice President - Investments
White Plains, New York
Wealth management
THE PERIMETER / PEOPLE & FIRMS
Find a person. Build a plan.
Search professionals by name, location, firm, or planning focus. Read their sources and ask better questions before choosing.
Directory listings are not endorsements or confirmation of current registration. Workbook records may be historical; independently confirm affiliation, contact details, services, and availability. Read our directory methodology ↗
David Lerner Associates, Inc.
DIRECTORY RECORD
Alan Cooper
Private Client Advisor
Rochester, New York
Wealth management
DIRECTORY RECORD
Alan Craig Achtel
Chief Compliance Officer, President, Principal Financial Officer, Principal Operations Officer
Dunellen, New Jersey
Wealth management
DIRECTORY RECORD
Alan Critchell
Sales Marketing
Rockville, Maryland
Financial services
DIRECTORY RECORD
Alan D Weber
Senior Vice President, Wealth Management Advisor
Hartford, Connecticut
Wealth management
DIRECTORY RECORD
Alan D Winter
Credit Analyst
Lawrence, New York
Wealth management
DIRECTORY RECORD
Alan Daniel Coates
Financial Advisor
Syracuse, New York
Wealth management
DIRECTORY RECORD
Alan David Deuel
Financial professional
Victor, New York
Financial services
DIRECTORY RECORD
Alan David Federico
Financial Advisor
Philadelphia, Pennsylvania
Wealth management
DIRECTORY RECORD
Alan David Jacobson
Financial Advisor, Private Client Financial Advisor
Philadelphia, Pennsylvania
Wealth management
DIRECTORY RECORD
Alan David Kahn
Advisor
Woodbury, New York
Wealth management
DIRECTORY RECORD
Alan David Shapiro
Vice President
New York, New York
Financial services
THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.