Colin Allen, financial advisor Santa Monica CA

Colin Allen

CRD Number: 5549603
Current Firm: Dimensional Fund Advisors LP

Colin Allen (CRD# 5549603) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dimensional Fund Advisors Santa Monica, CA Oct 2018 - Current 5
Lpl Financial LLC San Diego, CA Feb 2010 - Sep 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Colin J. Allen
Phone Number: 512-306-7400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    652,742
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $797,973,070
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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