Alan Michael Mevorah

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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 → Present
  Lpl Financial Llc
  Odessa, FL
• 05/2016 → 12/2018
  Independent Financial Partners
  Odessa, FL

Previous Registrations

• 2016-05-25 → 2018-12-31
  Independent Financial Partners
  Odessa, FL
  Tampa, FL

Other Businesses

(1) INDEPENDENT INSURANCE AGENT SELLING TERM, WHOLE, AND UNIVERSAL LIFE, FIXED ANNUITIES, LONG TERM CARE, DISABILITY, INDIVIDUAL AND GROUP MEDICAL INSURANCE PRODUCTS / LEVITTOWN, NY / APPROVED NOVEMBER 1, 2004. (2) 08/20/2010 - REAL ESTATE RENTAL, I AM A JOINT OWNER ON THE TITLE OF MY ADULT SON'S ONE FAMILY HOME. HE JUST DECIDED TO RENT IT OUT, TO LOWER HIS EXPENSES. ONE SINGLE FAMILY HOUSE, TO A TOTALLY UNKNOWN STRANGER. MY SON IS TOTALLY DOING EVERYTHING. - TAMPA, FL (3) 08/13/2013 - REAL ESTATE RENTAL - I RENT OUT PART OF MY GARAGE TO ANOTHER INDIVIDUAL FOR HIM TO STORE HIS VEHICLE - TAMPA, FL (4) 08/21/2013 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT WHO SELLS INSURANCE FOR VARIOUS OUTSIDE COMPANIES. - 10% OF TIME SPENT - TAMPA, FL (5) 8/29/2017 - No Business Name - Investment Related - Odessa, FL - Real Estate Rental - Started 08/01/2017 - 1 Hour Per Month During Securities Trading - Own the single family house next door.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-05-30

Designations

• Chartered Financial Consultant