Mckenzie AllenCRD 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 Columbus, OH and has over 2 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Steele Investment Counsel, Ltd.
Lpl Financial LLC
|Bank Of America, N.a.||Columbus, OH||Sep 2018 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Columbus, OH||Jun 2018 - Current||2|
|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|
|Unemployed||Vincent, OH||Jun 2008 - Nov 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2018|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.