Robert Allen (CRD# 2335448) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, OH and has over 30 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fort Mill, SC | Nov 2023 - Current | < 1 |
| Fifth Third Bank | Cincinnati, OH | Aug 2021 - Dec 2023 | 2 |
| Fifth Third Securities | Cincinnati, OH | Aug 2021 - Dec 2023 | 2 |
| Wells Fargo Advisors Financial Network, LLC | Troy, OH | Feb 2021 - Aug 2021 | < 1 |
| Key Investment Services | Dayton, OH | Dec 2018 - Jan 2021 | 2 |
| Key Investment Services | Dayton, OH | Aug 2018 - Dec 2018 | < 1 |
| Key Investment Services | West Bloomfield, MI | Jul 2013 - Aug 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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