Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Dale Beckner is a financial advisor with over 30 years of experience in the financial industry. Allen is currently registered with LPL Financial LLC in Basye, Virginia. Allen has a strong track record of providing financial planning and investment advice to a diverse clientele, including individuals, businesses, and charitable organizations. Allen has earned the Certified Financial Planner designation and holds a number of licenses, including Series 6, 7, 24, 26, 63, and 65. Prior to joining LPL Financial LLC, Allen has held positions with a number of other firms including Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., NYLIFE Securities Inc., Financial Network Investment Corporation, BANC OF AMERICA INVESTMENT SERVICES, INC., SunTrust Securities, Inc., Crestar Securities Corporation, GNA Securities, Inc., and First American National Securities, Inc. Allen is committed to providing his clients with personalized financial advice that meets their specific needs and goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
12/18/2008 - Present
LPL Financial LLC (BASYE VA)
VA
01/01/2008 - 12/24/2008
WACHOVIA SECURITIES, LLC (ALEXANDRIA VA)
VA
01/03/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALEXANDRIA VA)
VA
12/16/2006 - 01/31/2007
NYLIFE SECURITIES INC. (VIENNA VA)
VA
09/22/2006 - 11/02/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (ALEXANDRIA VA)
VA
07/21/2003 - 08/18/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
GA
05/26/2000 - 07/18/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
VA
03/06/1996 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
CA
12/01/1995 - 03/15/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
06/20/1995 - 12/17/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
TX
02/01/1995 - 06/14/1995
BHCM INC. (HOUSTON TX)
VA
05/28/1992 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
GA
10/05/1987 - 05/18/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 06/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/01/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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