Glenn Allan, financial advisor Amherst MA

Glenn Allan

CRD Number: 2355947
Current Firm: Capital Analysts

Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Investment Amherst, MA Jun 2012 - Current 7
Capital Analysts, Incorporated Amherst, MA Apr 1995 - Current 24
Fidelity Equity Services Amherst, MA May 1993 - Current 26
Nathan Agency Amherst, MA Jul 1991 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
Contact Info for Glenn S. Allan
Phone Number: 800-242-1421
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,401
    MILLIONS
  • Total Number of Accounts
    17,582
    ACCOUNTS
  • Average Account Value
    $250,292
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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