Allan Sansotta (CRD# 410631) is an Investment Advisor Representative working at Crossplan Money Management in Seminole, FL and has over 40 years of experience in the finance industry.
CRD# 5161601
Amuni Financial, Inc.
CRD# 6696325
Econologics Financial Advisors
CRD# 4031308
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palm Investment Strategies, LLC | Seminole, FL | Jun 2018 - Current | 5 |
| Beacon Advisors, Inc. | Treasure Island, FL | Jul 1992 - May 2018 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1984 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- FL
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$161,924
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL
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