Karli Allen (CRD# 6394633) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 9 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network LLC | Atlanta, GA | May 2019 - Current | 4 |
| Physician's Resource Services | Austin, TX | Aug 2018 - Current | 5 |
| Nylife Securities LLC | Austin, TX | Nov 2018 - Jun 2019 | < 1 |
| Unemployed | Austin, TX | Jun 2018 - Aug 2018 | < 1 |
| Pruco Securities, LLC | Irvine, CA | Sep 2014 - Jun 2018 | 3 |
| The Prudential Insurance Company Of America | Irvine, CA | Sep 2014 - Jun 2018 | 3 |
| Public 74 | San Juan Capistrano, CA | Sep 2014 - May 2015 | < 1 |
| Pharmacology Research Institute | Newport Beach, CA | Sep 2014 - May 2015 | < 1 |
| Knox Auction Company | Carlsbad, CA | Jul 2014 - Aug 2014 | < 1 |
| The Master's College | Santa Clarita, CA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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