Brian Allen (CRD# 4493122) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 21 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homestead Advisers Corp. | Arlington, VA | Jan 2024 - Current | < 1 |
| Re Investment Corporation | Arlington, VA | Feb 2002 - Current | 22 |
| Re Advisers Corporation | Arlington, VA | Mar 2022 - Dec 2023 | 1 |
| Re Advisers Corporation | Arlington, VA | Feb 2020 - Mar 2022 | 2 |
| Re Advisers Corporation | Arlington, VA | Jan 2016 - Feb 2020 | 4 |
| Re Advisers Corporation | Arlington, VA | Jun 2012 - Jan 2016 | 3 |
| Nreca | Arlington, VA | Aug 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
- VI
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Total Assets Under Management7,208MILLIONS
-
Total Number of Accounts20ACCOUNTS
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Average Account Value$360,420,370
- A percentage of assets under your management
- Other
- 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
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, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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