Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Melvin Allen is a financial advisor with Valic Financial Advisors, Inc. David Allen has been in the securities industry since March 8, 1988, and has a wide range of experience. David Allen holds Series 3, 7, 24, 51, 63 and 65 licenses and is also a Certified Financial Planner. David Allen is registered to provide investment advice in 50 states and the District of Columbia. David Allen specializes in portfolio management for individuals and businesses, as well as financial planning. David Allen also offers selection of other advisors and recommends wrap accounts to 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
FL
08/20/2024 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
TX
04/06/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
03/28/1996 - 03/29/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
TX
11/24/1998 - 03/08/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
10/23/1990 - 02/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 02/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
04/19/1990 - 04/25/1990
UR FINANCIAL, INC.
NY
05/04/1988 - 02/13/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/24/1987 - 01/28/1988
BRYAN, WORLEY & CO., INC.
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/09/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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