Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen John Devincent is a Registered Representative with Ascensus Investment Advisors, LLC. Allen has been working in the financial services industry since 2004 and has a total of 10 years of experience as an Investment Advisor Representative. Allen is registered with the state of Massachusetts and holds Series 4, 7, 24, 31, 52, 53, 65, 66, 99, and SIE licenses. Previously, Allen was employed with Cantella & Co., Inc., LPL Financial LLC, Commonwealth Financial Network, and Banc of America Investment Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
10/02/2019 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
MA
11/06/2017 - 08/23/2019
CANTELLA & CO., INC. (Malden MA)
CA
08/01/2008 - 11/10/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
MA
04/25/2006 - 06/04/2008
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
07/01/2005 - 04/13/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
MA
05/21/2004 - 06/28/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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