Mark Allen (CRD# 4581548) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 21 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.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 2896908
Wealth Advisors Network, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen Capital Group, LLC | Grand Island, NE | Jul 2005 - Current | 18 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2005 - Mar 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- NE
- TX
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Total Assets Under Management998MILLIONS
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Total Number of Accounts6,140ACCOUNTS
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Average Account Value$162,617
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, IL, KS, MN, MO, NE, NV, OH, OK, SD, TX, VA, WI
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