Alan Michael Romero is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2020-09-30 | present | Yes |
| ALLSTATE FINANCIAL ADVISORS, LLC | 2018-05-14 | 2020-09-30 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2017-06-07 | 2018-04-27 | — |
| EQUITABLE ADVISORS, LLC | 2016-07-27 | 2017-06-06 | — |
| LPL FINANCIAL LLC | 2016-01-06 | 2016-05-26 | — |
| WEALTHPLAN PARTNERS | 2015-07-21 | 2017-03-28 | — |
| UBS FINANCIAL SERVICES INC. | 2011-08-25 | 2014-12-23 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2003-08-01 | 2011-08-26 | — |