Emily Allen, financial advisor Houston TX
96 score

Emily Allen

CRD Number: 5528072
Current Firm: Buckingham Asset Management, LLC

Emily Allen (CRD# 5528072) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Houston, TX and has over 6 years of experience in the finance industry. Emily 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
Buckingham Asset Management, LLC Clayton, MO Jul 2015 - Current 1
Posey Capital Management Houston, TX Aug 2011 - Jul 2015 3
Brennan Wealth Advisors, LLC Dallas, TX Jan 2011 - Apr 2011 < 1
Brennan Financial Services Dallas, TX May 2010 - Apr 2011 < 1
Fsc Securities Dallas, TX May 2010 - Apr 2011 < 1
Oppenheimer & Company Inc. Dallas, TX Mar 2009 - May 2010 1
Stanford Group Company Dallas, TX May 2008 - Mar 2009 < 1
Rosen Systems, Inc. Dallas, TX Oct 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Emily P. Allen
Phone Number: 314-725-0455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,681
    MILLIONS
  • Total Number of Accounts
    14,433
    ACCOUNTS
  • Average Account Value
    $532,200
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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