Mckenzie Allen, financial advisor Marietta OH

Mckenzie Allen

CRD Number: 6975137
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mckenzie Allen (CRD# 6975137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marietta, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Columbus, OH Sep 2018 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Jun 2018 - Current 5
Olive Garden Vienna, WV May 2016 - Jun 2018 2
Gymniks Gymnastics Vienna, WV Apr 2014 - Jun 2018 4
Buffalo Wild Wings Athens, OH Sep 2017 - Jan 2018 < 1
Applebees Athens, OH Apr 2017 - May 2017 < 1
Aeropostale Vienna, WV Nov 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Mckenzie R. Allen
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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