Unclaimed
Allen Keller is a financial advisor with Hornor, Townsend & Kent, LLC. Allen has been working in the financial industry since 2014. Allen holds licenses to sell securities in Florida and Pennsylvania and has Series 7, 24, 31, 52, 63, 65, and SIE licenses. Allen works with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and other entities. Allen provides financial planning, portfolio management, and other services.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
01/24/2024 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
FL
07/30/2021 - 01/23/2024
G. A. REPPLE & COMPANY (CASSELBERRY FL)
FL
09/09/2019 - 12/22/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Tampa FL)
FL
04/09/2018 - 04/01/2019
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
06/19/2017 - 04/16/2018
LPL FINANCIAL LLC (TAMPA FL)
FL
09/30/2015 - 06/08/2017
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/25/2014 - 09/15/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
IA
Issued 09/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/18/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/30/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Allen Keller is the right advisor for you? Invested Better is here to help.