Unclaimed
James Fontaine Allen is a financial advisor with over 27 years of experience in the industry. James is currently registered with Horace Mann Investors, Inc. James is licensed to provide financial advice in North Carolina and Virginia. James's experience includes providing financial advice to individuals and other 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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
NC
01/02/2003 - Present
Horace Mann Investors, Inc. (Apex NC)
FL
04/05/1995 - 12/31/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Allen is the right advisor for you? Invested Better is here to help.