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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Dole and Elkins Team of Equity Concepts

Name: Dole and Elkins Team of Equity Concepts
Address: 2550 Gaskins Road, Henrico, VA, 23238, US
Telephone: +18042854463

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United States
Henrico, VA
Dole and Elkins Team of Equity Concepts

Independent Financial Services providing Clarity to Investments and helping clients to Live with Confidence. Alan J.

Dole joined Equity Concepts in 2004 and became a shareholder in 2006. He offers 25 years of corporate finance and management experience, over ten years of experience in the financial services industry, and specializes in family financial and retirement planning. As a Federal Employee Benefits Consultant, Alan is educated and skilled at helping federal employees integrate their federal benefits wit

h their financial and retirement plans. He received a Bachelor of Arts degree in history and a Master of Business Administration degree in finance and marketing from the University of Rochester. Alan currently holds FINRA Series 6, 7, 63, and 65 licenses along with life, health, and annuities insurance licenses. Alan is licensed in 14 states: Arizona, California, Florida, Georgia, Iowa, Kansas, Maryland, Missouri, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. He enjoys spending time with his wife Rhonda and their two children. He is actively involved in Restoration Church where he sings in the choir, and the Rotary Club of Mechanicsville, VA. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout, and spends his free time traveling, golfing, hiking, and reading.

Address

2550 Gaskins Road
Henrico, VA
23238

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+18042854463

Website

http://equity-concepts.com/

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Our Story

Alan J. Dole joined Equity Concepts in 2004 and became a shareholder in 2006. He offers 25 years of corporate finance and management experience, over ten years of experience in the financial services industry, and specializes in family financial and retirement planning. As a Federal Employee Benefits Consultant, Alan is educated and skilled at helping federal employees integrate their federal benefits with their financial and retirement plans.

He received a Bachelor of Arts degree in history and a Master of Business Administration degree in finance and marketing from the University of Rochester.

He enjoys spending time with his wife Rhonda and their two children. He is actively involved in Restoration Church where he sings in the choir, and the Rotary Club of Mechanicsville, VA. Alan is a member of the University of Rochester Alumni Association, an Eagle Scout, and spends his free time traveling, golfing, hiking, and reading.

Kenny joined Equity Concepts in 2001 as a Wealth Manager and became a shareholder in 2006. Kenny has completed advanced training and frequently handles sophisticated retirement plan structures for small business owners. Another area of specialization for Kenny is College Planning and Financial AidConsulting.