Shane Allen (CRD# 6634023) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Park, TX and has over 8 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2017 - Current | 6 |
| Austin Options Realty | Austin, TX | Mar 2013 - Current | 11 |
| Crossroads Assembly Of God | Taylor, TX | Apr 2007 - Current | 17 |
| Dynamic Solutions | Sherman And Taylor, TX | Jan 2003 - Current | 21 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2017 - Jul 2017 | < 1 |
| Capital Choice Investment Advisers, Inc. | Greensboro, GA | Mar 2017 - Jul 2017 | < 1 |
| Capital Choice Financial Services | Greensboro, GA | Jun 2015 - Jul 2017 | 2 |
| Ccf Investments | Greensboro, GA | Apr 2016 - Jun 2017 | 1 |
| Best Value Lawn Care | Taylor, TX | Mar 2010 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Apr 2016 |
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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