Allen ReganCRD Number: 5282338
Current Firm: The Cogent Advisor
Allen Regan (CRD# 5282338) is an Investment Advisor Representative working at The Cogent Advisor in Biloxi, MS and has over 8 years of experience in the finance industry. Allen Regan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stifel, Nicolaus & Company, Incorporated
Lpl Financial LLC
|Cogent Advisor LLC||Chicago, IL||Dec 2015 - Current||2|
|Avl/wealthcare, LLC||Gulfport, MS||Jun 2015 - Dec 2015||< 1|
|Buckingham Asset Management, LLC||Clayton, MO||Jul 2013 - Jun 2015||1|
|Avl/wealthcare, LLC||Gulfport, MS||Jan 2011 - Jun 2013||2|
|Isle Of Biloxi||Biloxi, MS||May 2010 - Jan 2011||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2009 - Aug 2010||1|
|Columbia Academy||Columbia, MS||Jan 2010 - May 2010||< 1|
|Malachi Financial Group||Hattiesburg, MS||Jan 2006 - Jan 2010||4|
|Mutual Service Corporation||Hattiesburg, MS||Jan 2009 - Aug 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management108MILLIONS
Total Number of Accounts274ACCOUNTS
Average Account Value$393,896
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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