Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leonard Allen is a financial professional with over 20 years of experience in the industry. James has a Series 63, Series 6 and SIE licenses. James currently works for State Farm Investment Management Corp. in Little Rock, AR. James has held prior positions with State Farm VP Management Corp., James Allen Insurance Agency, and State Farm Insurance in Bastrop, TX. James has two business affiliations with JP-DB Properties, LLC and Trinidad Properties, LLC. James is a Chartered Financial Consultant. James's investment practice includes managing portfolios for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
11/24/2020 - Present
State Farm Investment Management Corp. (Little Rock AR)
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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