Mark Allen, financial advisor Grand Island NE
96 score

Mark Allen

CRD Number: 4581548
Current Firm: Allen Capital Group, LLC

Mark Allen (CRD# 4581548) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 15 years of experience in the finance industry. Mark Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Allen Capital Group, LLC Grand Island, NE Jul 2005 - Current 12
Purshe Kaplan Sterling Investments Albany, NY Jul 2005 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Mark J. Allen
Phone Number: 308-385-1500
Registered State(s):
  • NE
  • TX
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)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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