Michel Allen (CRD# 6448342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 6 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Reston, VA | May 2021 - Current | 2 |
| Unemployed | Ashburn, VA | Jan 2021 - May 2021 | < 1 |
| Td Ameritrade, Inc. | Ashburn, VA | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2021 | 2 |
| Scottrade | Ashburn, VA | Apr 2017 - Feb 2018 | < 1 |
| Citibank | Bethesda, MD | Dec 2016 - Mar 2017 | < 1 |
| Lpl Financial LLC | Harleysville, PA | Mar 2015 - Sep 2016 | 1 |
| First Niagara | Harleysville, PA | Apr 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- TX
- VA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- 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, VT, WA, WI, WV, WY
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