John Allen, financial advisor Atlanta GA
93 score

John Allen

CRD Number: 5987370
Current Firm: Gfo Advisory Services, LLC

John Allen (CRD# 5987370) is an Investment Advisor Representative working at Gfo Advisory Services, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Genspring Family Offices Atlanta, GA Sep 2011 - Current 6
University Of Georgia Athens, GA Jan 2010 - Aug 2011 1
Unemployed Athens, GA Oct 2009 - Dec 2009 < 1
Enterprise Rent-a-car Opelika, AL Aug 2007 - Oct 2009 2
Best Buy Opelika, AL May 2005 - Aug 2007 2
Auburn University Auburn, AL May 2002 - May 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for John D. Allen
Phone Number: 561-746-8444
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    264
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $1,619,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, 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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