Alan
Crosby
Fsc Securities Corporation
Answer a few questions and
get matched with an advisor.
About this Advisor
Alan Crosby is a certified financial planner who works out of Modesto, California with a total of 10 years of relevant experience. Crosby is an employee of Fsc Securities Corporation. Throughout their career, Crosby has worked at H20 Helping To Overcome, Inc, Lincoln Financial Advisors, Fsc Securities and Southland Equity Partners, LLC. Crosby has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California, Minnesota, Ohio, South Dakota, Texas and Washington. Fsc Securities Corporation is a registered investment company that has its headquarters in Atlanta, GA. It has offices in 334 locations and a total of 2,174 employees. It controls $12 billion in assets under management between its 52,792 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 94 charities and foundations. Of its 52,792 client accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on the type of services offered. Fee types charged by Fsc Securities Corporation may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alan Crosby Work History
Alan has been registered as a financial advisor for 10 years.*
Southland Equity Partners, LLC
Fsc Securities
Lincoln Financial Advisors
H20 Helping To Overcome, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alan Crosby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fsc Securities Corporation
Lubbock, TX
Northampton, MA
Oklahoma City, OK
Pittsford, NY
Grove City, OH
Langhorne, PA
Traverse City, MI
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
