Richard Allen (CRD# 1292788) is an Investment Advisor Representative working at 4 Seasons Advisors in Princeton, WV and has over 39 years of experience in the finance industry.
CRD# 4339995
Roger R. Bell & Company, Inc.
CRD# 2983010
Edward Jones
CRD# 1823356
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Insurance Store Inc. | Princeton, WV | Mar 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WV
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Total Assets Under Management1MILLIONS
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Total Number of Accounts10ACCOUNTS
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Average Account Value$70,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
WV
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