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Patrick Allen

Spire Wealth Management, LLC

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About Patrick Allen

Patrick Allen is a financial advisor with Spire Wealth Management, LLC. Patrick has been in the financial services industry since February 1, 2008 and holds the Series 7, Series 31, Series 66 and SIE licenses. Patrick Allen is registered to provide investment advice in the following states: District of Columbia, Maryland, Tennessee, and Virginia. Patrick Allen's previous experience includes working for PURSHE KAPLAN STERLING INVESTMENTS, CHARLES SCHWAB & CO., INC., CAPITAL ONE INVESTING, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BB&T INVESTMENT SERVICES, INC., MORGAN STANLEY, and MORGAN STANLEY & CO. INCORPORATED.

Firm Information

Patrick Allen is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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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Patrick Allen’s Registration & Firm History

VA

10/25/2024 - Present

Spire Wealth Management, LLC (MCLEAN VA)

MD

05/03/2021 - 09/13/2021

PURSHE KAPLAN STERLING INVESTMENTS (Beltsville MD)

MD

07/31/2017 - 11/09/2020

CHARLES SCHWAB & CO., INC. (Bethesda MD)

VA

02/10/2016 - 03/23/2017

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

MD

03/12/2015 - 01/26/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)

VA

07/15/2013 - 03/03/2015

BB&T INVESTMENT SERVICES, INC. (ARLINGTON VA)

DC

06/01/2009 - 08/05/2013

MORGAN STANLEY (WASHINGTON DC)

DC

06/04/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 06/22/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 06/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Allen.
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