Adam Allen, financial advisor Greenwood IN

Adam Allen

CRD Number: 4347325
Current Firm: Raymond James Financial Services Advisors, Inc.

Adam Allen (CRD# 4347325) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, IN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Yellow Cardinal Brokerage Services Greenwood, IN Jun 2019 - Current 4
First Financial Bank Greenwood, IN Apr 2018 - Current 5
Raymond James Financial Services, Inc. Greenwood, IN Jun 2009 - Current 14
Raymond James Financial Services Advisors, Inc. Greenwood, IN Jun 2009 - Current 14
Mainsource Bank Greenwood, IN May 2017 - Apr 2018 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2001
Contact Info for Adam W. Allen
Phone Number: 727-567-3020
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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