David Allen, financial advisor Brookings OR

David Allen

CRD Number: 4368909
Current Firm: State Farm Investment Management Corp.

David Allen (CRD# 4368909) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Brookings, OR and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Brookings, OR Feb 2020 - Current 4
David Allen Insurance Agency Brookings, OR Jan 2004 - Current 20
State Farm Vp Management Corp. Brookings, OR Jul 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for David B. Allen
Phone Number: 800-447-0740
Registered State(s):
  • CA
  • ID
  • NV
  • OR
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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, WY

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