Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branda? Claim Your ProfileBranda Allen has been a registered representative in the financial services industry since 2002. Branda is currently registered with TCP Asset Management, LLC and holds a Series 7, Series 6, Series 63, Series 66 and Series 24 license. Branda has previously worked for Securities America, Inc., Silver Oak Securities, Incorporated, Regis Securities Corporation, FSC Securities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Branda offers advisory services for individuals and businesses as well as financial planning and pension consulting 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.
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.
Solicitor's fees
1
2
OH
08/05/2020 - Present
TCP Asset Management, LLC (UPPER ARLINGTON OH)
OH
03/18/2016 - 10/28/2016
SECURITIES AMERICA, INC. (COLUMBUS OH)
TN
12/12/2007 - 07/28/2008
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
OH
01/03/2007 - 08/17/2007
REGIS SECURITIES CORPORATION (WESTERVILLE OH)
OH
11/07/2005 - 09/28/2006
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
12/20/2002 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/20/2002 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 04/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Branda Allen is the right advisor for you? Invested Better is here to help.
