Unclaimed
Clyde Clifton Allen, a financial professional with over 28 years of experience in the industry, is a Registered Representative of Ameriprise Financial Services, LLC. Clyde has a strong background in financial planning, asset allocation, and portfolio management for both individuals and businesses. Clyde holds the Series 7, 31, 63, and 66 licenses. Clyde has been registered with Ameriprise Financial Services, LLC since January 2014 and previously with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc. and J.C. Bradford & Co.. Clyde's dedication to providing exceptional service and tailored financial advice is evident in his long-standing career and commitment to his clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TN
11/12/2024 - Present
Ameriprise Financial Services, LLC (BRENTWOOD TN)
TN
01/31/2014 - 04/05/2023
AMERIPRISE FINANCIAL SERVICES, LLC (BRENTWOOD TN)
TN
01/01/2008 - 02/03/2014
WELLS FARGO ADVISORS, LLC (NASHVILLE TN)
TN
04/13/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NASHVILLE TN)
NY
06/28/1995 - 04/02/1999
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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