Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Lyttle is a registered investment advisor with Next Financial Group, Inc. Allen has been in the industry since 1999 and has worked with a variety of firms, including PaineWebber Incorporated, SUMMIT TRADING, INC., and MOMENTUM SECURITIES, L.L.C. Allen is registered with the state of Texas. Allen's specialties include financial planning, pension consulting, and portfolio management for individuals and businesses. Allen Lyttle is a Registered Representative with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
12/17/2004 - Present
Next Financial Group, Inc. (HOUSTON TX)
MI
06/05/2002 - 06/12/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
04/30/2002 - 05/13/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
NY
08/10/2001 - 08/24/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
11/27/2000 - 07/31/2001
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
TX
09/15/2000 - 10/23/2000
SUMMIT TRADING, INC. (HOUSTON TX)
NJ
11/02/1999 - 05/26/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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