Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Lynn Allen is a registered representative and investment advisor with over 20 years of experience in the financial services industry. Allen is a Series 66, 7, 24 and 51 licensed professional and has served as a registered representative and investment advisor for Next Financial Group, Inc. in Park City, UT. Allen has also previously worked for Sammons Securities Company, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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
UT
01/11/2008 - Present
Next Financial Group, Inc. (PARK CITY UT)
UT
09/11/2003 - 01/16/2008
SAMMONS SECURITIES COMPANY, LLC (PARK CITY UT)
MN
11/07/2002 - 09/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/07/2002 - 09/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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