Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen is a financial advisor in Tampa, FL with over 30 years of experience. David has been registered with the state of Florida since 1993, and holds the Series 63, 65, and 7 licenses, as well as the SIE. David has worked with numerous firms, including Ameriprise Financial, LPL Financial and Cadaret Grant & Co. David is currently with Florida Financial Advisors, LLC. David has a strong background in financial planning, portfolio management, and insurance sales. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
2% of net worth or assets for financial planning clients
1
2
FL
08/07/2024 - Present
Florida Financial Advisors, LLC (Tampa FL)
MA
11/16/2022 - 01/04/2024
CADARET, GRANT & CO., INC. (Wellesley MA)
MA
05/24/2021 - 09/01/2021
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
MA
12/11/2020 - 04/22/2021
CADARET, GRANT & CO., INC. (Wellesley MA)
MA
11/28/2016 - 12/23/2020
LPL FINANCIAL LLC (WELLESLEY MA)
MA
05/12/1993 - 11/25/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)
MN
05/12/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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