Alan Compton Good

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2004 → 08/2023
  Kistler/Tiffany Co
  Wayne, PA
• 11/2007 → 08/2023
  Kistler-Tiffany Advisors
  Berwyn, PA
• 09/2014 → 08/2023
  Apw Capital, Inc.
  Parsippany, NJ
• 08/2023 → 08/2023
  Ameriprise Financial Services
  Plymouth Meeting, PA
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA
• 08/2023 → Present
  Ameriprise Financial Services, Llc.
  Plymouth Meeting, PA

Previous Registrations

• 2008-02-14 → 2023-09-29
  Kistler-Tiffany Advisors
  Berwyn, PA

Other Businesses

Independent Insurance Brokering; NY Life; 04/15/2004; Fixed Annuity, Term Life, Long Term Care, Universal Life, Whole Life / Ameritas; 01/15/2013; Term Life, Universal Life, Disability Income / Protective; 05/17/2023; Term Life, Universal Life, Whole Life / Principal; 10/15/2019; Disability Income, Universal Life / Guardian; 04/15/2004; Disability Income / Guardian; 02/10/2005; Disability Income. Outside Employment; One Digital; share a commission with Bradley Daggett (not an Amp client) who is an employee of Digital One.; Benefits Brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Flynn & O'Harra Uniforms for Group Health Benefits, ie medical, dental, LTD & Voluntary Supplemental coverage.; 200 Galleria Pkwy SE Ste 1950, , Atlanta, GA, 30339; Not Investment-Related; 01/21/2000; 1 to 9 hours per month; 1 to 9 during trading hours / Griffiths Schreiber & Co.; Share a commission with Bruce Schreiber (not an AMP client) who is an employee of Griffiths Schreiber.; Benefits brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Lakash, Free Axez, CB Development, & Dan Schwartz LLC for group health benefits, ie medical, dental, LTD and group life insurance.; 2370 York Road- Suite D3, , Jamison, PA, 18929; Not Investment-Related; 05/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours / North American Benefits Co.; Share a commission with Bradley Daggett(not an AMP client) who is an outside agent North American Benefits.; Benefits brokerage firm with multiple carriers paid through the brokerage firm. Existing business with Flynn & O'Hara Uniforms for group long term disability insurance.; 20 Valley Stream Parkway- Ste 310, , Malvern, PA, 19355; Not Investment-Related; 01/15/2009; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-06-29

Other Names

• Alan Compton Good