Mckenzie Allen, financial advisor Columbus 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 Columbus, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Columbus OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Similar Advisors
Fred Abbott, financial advisor Columbus OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Company Name Location Dates Years
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
Contact Info for Mckenzie R. Allen
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
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 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)
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.