Unclaimed
Christina Bryant Allen is a financial professional with over a decade of experience in the financial services industry. Christina has a Series 6, Series 63 and SIE licenses and is registered with LPL Financial LLC in Tennessee. Christina previously worked for FTB ADVISORS, INC. Christina's specializations include a wide range of financial services including portfolio management for individuals and businesses, financial planning and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
11/14/2019 - Present
LPL Financial LLC (JACKSON TN)
TN
08/22/2017 - 05/15/2018
FTB ADVISORS, INC. (Jackson TN)
BC
Issued 11/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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