Brian Allen, financial advisor Arlington VA
93 score

Brian Allen

CRD Number: 4493122
Current Firm: Re Advisers Corporation

Brian Allen (CRD# 4493122) is an Investment Advisor Representative working at Re Advisers Corporation in Arlington, VA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Re Advisers Corporation Arlington, VA Jan 2016 - Current < 1
Re Investment Corporation Arlington, VA Feb 2002 - Current 14
Re Advisers Corporation Arlington, VA Jun 2012 - Jan 2016 3
Nreca Arlington, VA Aug 2011 - Dec 2015 4
Nreca Arlington, VA Jul 2007 - Aug 2011 4
Nreca Arlington, VA Jan 2004 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Brian M. Allen
Registered State(s):
  • AL
  • AK
  • AZ
  • CT
  • AR
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • PA
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
  • RI
  • OR
  • PR
By the Numbers
  • Total Assets Under Management
    9,141
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $507,819,484
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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