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Allen Charles Albee

Investment Distributors, Inc.

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About Allen Charles Albee

Allen Albee is a financial professional with over a decade of experience in the industry. Allen has a broad range of experience, having previously worked for firms such as Concourse Financial Group Securities, Inc., Cetera Investment Services LLC, and Broker Dealer Financial Services Corp. Allen is currently registered with Investment Distributors, Inc. and is licensed to provide investment advice in New Hampshire.

Firm Information

Allen Albee is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Allen Albee’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

AL

10/03/2018 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

MN

06/06/2017 - 07/12/2018

CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)

IA

01/02/2014 - 12/31/2016

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

NH

09/26/2011 - 11/26/2013

METLIFE SECURITIES INC. (EXETER NH)

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Licenses & Designations

BC

Issued 10/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Allen Charles Albee. Review regulatory record here.
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