ALLAN KATZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC, STIRLINGSHIRE RIA LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STIRLINGSHIRE RIA LLC | 2023-09-12 | present | Yes |
| BUCKMAN ADVISORY GROUP LLC | 2020-08-10 | 2023-06-14 | — |
| COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC | 2006-07-26 | present | Yes |
| AFFILIATED ADVISORS, INC. | 2005-08-12 | 2006-11-11 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2002-09-26 | 2004-05-13 | — |