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 with Kestra Advisory Services, LLC, a firm with over 61,800 clients and $48.3 Billion in assets under management. David has been working in the financial industry since March 30, 1984, and holds multiple securities licenses including Series 6, 7, 63 and 65. David is also a Certified Financial Planner. David has prior experience with Concourse Financial Group Securities, Inc. and G.A. Reppe & Company. David is currently registered to provide investment advisory services in Florida and Texas.
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.
1
2
TX
01/31/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
07/29/1994 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
FL
04/11/1991 - 08/11/1994
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NA
07/18/1990 - 12/31/1990
SHUBERT RIZOR SECURITIES, INC.
CA
12/22/1983 - 08/06/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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