Alan Dole

Alan Dole Email and Phone Number

Wealth Manager at Legacy Advisor Group @ Legacy Advisor Group
Alan Dole's Location
Greater Richmond Region, United States
Alan Dole's Contact Details
About Alan Dole

As a seasoned expert, Alan understands the challenges his clients face as they navigate through various stages of life, and he is passionate about equipping each one with personalized strategies to achieve their goals. Alan offers 25 years of corporate finance and management experience and over 18 years of experience in the financial services industry. He is a Social Security expert and consultant and specializes in family and retirement planning.Alan received a Bachelor of Arts degree in history from the University of Rochester and a Master of Business Administration degree in finance and marketing from the William E. Simon Business School at University of Rochester. He holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in over 25 states.Alan is actively involved in Restoration Church as a Deacon and small group leader and the Rotary Club of Mechanicsville, Virginia, where he is a past president. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout, and spends his free time traveling, golfing, hiking, reading, singing in church choirs, and spending time with his two grown children.------• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Equity Concepts LLC and Cambridge are not affiliated.• Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.• Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

Alan Dole's Current Company Details
Legacy Advisor Group

Legacy Advisor Group

View
Wealth Manager at Legacy Advisor Group
Alan Dole Work Experience Details
  • Legacy Advisor Group
    Wealth Manager
    Legacy Advisor Group Oct 2024 - Present
    Richmond, Virginia, United States
    View
  • Equity Concepts Llc
    Wealth Manager
    Equity Concepts Llc Jan 2005 - Sep 2024
    Henrico, Virginia
    Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge and Equity Concepts are not affiliated.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/ Dealer, Member FINRA/ SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Equity Concepts are not affiliated.
    View
  • Dominion Telecom
    Director, Telecom Regulatory Affairs
    Dominion Telecom 2002 - 2004

Alan Dole Skills

Financial Analysis Financial Planning Alternative Investments Financial Modeling Retirement Financial Services Strategic Financial Planning Wealth Management Finance Retirement Planning Investments Investment Strategies Securities Management Equities Wealth Leadership Analysis Public Speaking Finra Strategic Planning

Alan Dole Education Details

Frequently Asked Questions about Alan Dole

What company does Alan Dole work for?

Alan Dole works for Legacy Advisor Group

What is Alan Dole's role at the current company?

Alan Dole's current role is Wealth Manager at Legacy Advisor Group.

What is Alan Dole's email address?

Alan Dole's email address is aj****@****ast.net

What is Alan Dole's direct phone number?

Alan Dole's direct phone number is +180436*****

What schools did Alan Dole attend?

Alan Dole attended University Of Rochester - William E. Simon Graduate School Of Business Administration, University Of Rochester, Euclid Senior High School.

What skills is Alan Dole known for?

Alan Dole has skills like Financial Analysis, Financial Planning, Alternative Investments, Financial Modeling, Retirement, Financial Services, Strategic Financial Planning, Wealth Management, Finance, Retirement Planning, Investments, Investment Strategies.

Not the Alan Dole you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.