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Karli Noelle Allen

Advisory Services Network

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About Karli Noelle Allen

Karli Noelle Allen is a registered investment advisor representative with Advisory Services Network. Karli Allen has been in the financial services industry since December 2014. Karli Allen holds licenses for Series 6, Series 63 and Series 65. Karli Allen has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Karli Allen has also worked with NYLIFE Securities LLC.

Firm Information

Karli Allen is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karli Allen’s Registration & Firm History

GA

06/19/2019 - Present

Advisory Services Network (ATLANTA GA)

TX

11/21/2018 - 06/21/2019

NYLIFE SECURITIES LLC (AUSTIN TX)

CA

12/24/2014 - 06/27/2018

PRUCO SECURITIES, LLC. (IRVINE CA)

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Licenses & Designations

IA

Issued 05/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karli Noelle Allen.
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