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Alan L

CFP®, ChFC®, Series 66

Tupelo, MS

Cetera

Alan Landrum is a CFP® and ChFC® affiliated with Cetera, with one year of industry experience. His prior roles include positions at Van Skiver Financial Services, Raymond James Financial Services, Eagle Strategies, and New York Life. Outside of financial advising, he is an owner of Auto Demand, LLC, a business unrelated to investment activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary account services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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