Mitchell Allen, financial advisor Austin TX

Mitchell Allen

CRD Number: 6847163
Current Firm: Kestra Advisory Services, LLC

Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Orlando, FL Jan 2022 - Current < 1
Kestra Advisory Services, LLC Orlando, FL Jan 2022 - Current < 1
Proequities, Inc. Orlando, FL Dec 2017 - Jan 2022 4
Proequities, Inc. Orlando, FL Sep 2017 - Jan 2022 4
Security Financial Management Inc. Orlando, FL Jun 2017 - Dec 2017 < 1
University Of Florida Gainesville, FL Aug 2013 - May 2017 3
Olive Garden Gainesville, FL Jan 2016 - Mar 2016 < 1
Security Financial Management Inc. Orlando, FL Jun 2015 - Aug 2015 < 1
University Of Fl- O'connell Center Gainesville, FL Aug 2014 - May 2015 < 1
Security Financial Management Inc. Orlando, FL May 2014 - Aug 2014 < 1
4 Rivers Bbq Winter Park, FL Jul 2012 - Jul 2013 1
Unemployed Winter Park, FL Aug 2007 - Jul 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2017
Contact Info for Mitchell W. Allen
Phone Number: 8445537872
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    45,081
    MILLIONS
  • Total Number of Accounts
    127,790
    ACCOUNTS
  • Average Account Value
    $352,772
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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