Alan Osvald Bender

Employer firm

Spc CRD 110692

$6.10B regulatory AUM 4,483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Precision Wealth Financial & Insurance Services
  Anaheim, CA
• 08/2014 → Present
  Parkland Securities
  Ann Arbor, MI

Previous Registrations

• 2006-03-14 → 2007-04-26
  Transamerica Financial Advisors, Llc
  Fullerton, CA
  Anaheim, CA

Other Businesses

1. PRECISION WEALTH FINANCIAL & INSURANCE SVCS, 9890 RESEARCH DR. SUITE 200 IRVINE CA 92618 . AGENT, 06/2004. INVEST-RELATED. APPROX 20 HRS/MTH. USED FOR SALE OF SECURITIES PRODUCTS. 2. President - Dynamis Wealth Solutions, LLC, Santa Monica, CA. Provides clients with group health and life insurance products. Start date: 6/18/20, approx. 25 hrs/mo, none during mkt hrs. INV REL: Y

Exams

• S66 Uniform Combined State Law Examination
  2006-03-04
• S63 Uniform Securities Agent State Law Examination
  2003-03-14

Other Names

• Alan Oswald Bender