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Alan David Deuel

Investment adviser representative at Flfs Advisory LLC
25 yearsExperience
1 stateRegistered in
ChFC®Designation
$161.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. LPL Financial LLCMay 2025 to now
  2. Flfs Advisory LLCApr 2025 to now
  3. Finger Lakes Financial ServicesJun 2001 to now
  4. Grove Point Advisors, LLCApr 2021 to May 2025
  5. Grove Point Investments, LLCApr 2021 to May 2025
  6. H. Beck, Inc.Jan 2002 to Mar 2021

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 1 state (NY).

Flfs Advisory LLC

$161.5MAssets managed
203Clients
5Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4491168
Firm CRD
334771
Advisor's SEC record (opens in a new tab)
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