Alan Eichner (CRD# 3101840) is an Investment Advisor Representative working at Eichner Investment Planning, LLC in Cincinnati, OH and has over 25 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eichner Investment Planning, LLC | Cincinnati, OH | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 1999 |
- OH
-
Total Assets Under Management537MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$1,474,250
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL, OH
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