William Allen (CRD# 2998614) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Marietta, GA and has over 26 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Marietta, GA | Jan 2022 - Current | 2 |
Maryland Financial Group, Inc. Dba Allenfinancial Services, LLC | Marietta, GA | Dec 2021 - Current | 2 |
Massmutual Financial Group | Marietta, GA | May 2008 - Jan 2022 | 13 |
Mml Investors Services, LLC | Marietta, GA | May 2008 - Dec 2021 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- GA
- TX
-
Total Assets Under Management1,112MILLIONS
-
Total Number of Accounts3,859ACCOUNTS
-
Average Account Value$288,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.