AS
Allan Sansotta
from Crossplan Money Management
Allan Sansotta is a financial advisor based in Florida, Seminole,
with 41 years of experience. Allan currently works for
Crossplan Money Management.
Allan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Allan Sansotta works at Crossplan Money Management
Crossplan Money Management is a financial advisory firm based in Seminole, Florida. It currently has approximately $49,064,408 of assets under management and employs about 4 people. Crossplan Money Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
24 years
Fee structure
and a percentage of assets under your management
Office location
10575 68th Avenue North, Suite B-3, Seminole, Florida, 33772
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