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Thomas George Allen

RIA Advisors

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About Thomas George Allen

Thomas Allen is an Investment Advisor Representative with RIA Advisors. Thomas has been in the financial services industry for over 10 years and has a Series 65 license. Thomas specializes in providing financial advice, financial planning, and portfolio management for individuals and businesses. He works with a variety of clients, including high net worth individuals, businesses, and pension and profit-sharing plans. Thomas is also a private contractor at District H CrossFit.

Firm Information

Thomas Allen is currently registered with RIA Advisors. RIA Advisors is a Houston, TX-based firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, publication of periodicals, portfolio management for businesses and individuals. The firm has 6 licensed agents, 9 investment advisor representatives, and 14 investment advisory functions. RIA Advisors primarily works with individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, business development companies, and corporations or other businesses.
RIA Advisors

11750 KATY FREEWAY

HOUSTON, TX 77079

$1.53B

Assets Under Management

Not reported

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Thomas Allen’s Registration & Firm History

TX

05/04/2021 - Present

RIA Advisors (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/17/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas George Allen.
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