Alan Puklin is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with LINCOLN INVESTMENT PLANNING, LLC, CAPITAL ANALYSTS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL ANALYSTS, LLC | 2023-07-12 | present | Yes |
| LINCOLN INVESTMENT PLANNING, LLC | 2023-07-12 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2020-12-14 | 2023-05-08 | — |
| OPPENHEIMER & CO. INC. | 2017-12-20 | 2019-01-04 | — |