David Allen (CRD# 1210763) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Melbourne, FL and has over 32 years of experience in the finance industry. David Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 6847163
Kestra Advisory Services, LLC
CRD# 2691746
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Investment Services, LLC | Orlando, FL | Jan 2022 - Current | 2 |
Kestra Advisory Services, LLC | Orlando, FL | Jan 2022 - Current | 2 |
Concourse Financial Group Securities (fka Proequities, Inc.) | Orlando, FL | Jul 1994 - Jan 2022 | 27 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1991 |
S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- FL
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
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