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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Ryan Allen is an active investment advisor representative with Kestra Advisory Services, LLC and has been in the industry since 2010. Eric has a strong background in financial planning, portfolio management, and pension consulting. Eric is registered in 53 states and the District of Columbia for both securities and investment advisory services. Eric is committed to providing personalized financial advice and helping clients 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.
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NE
06/18/2024 - Present
Kestra Advisory Services, LLC (Papillion NE)
AZ
02/07/2023 - 06/06/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
GA
02/07/2023 - 06/06/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
07/07/2010 - 06/06/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
02/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/07/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
02/07/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 11/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2017
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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