Gary Allen, financial advisor Folsom CA
93 score

Gary Allen

CRD Number: 1821674
Current Firm: Prudent Investor Advisors, LLC

Gary Allen (CRD# 1821674) is an Investment Advisor Representative working at Prudent Investor Advisors, LLC in Folsom, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Prudent Investor Advisors, Llc Chico, CA Nov 2004 - Current 11
Knbr 680 San Fransisco, CA Oct 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Gary K. Allen
Phone Number: 707-744-4080
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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