Mitchell AllenCRD 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.
Pbl Wealth Management
Kestra Advisory Services, LLC
|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|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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