Sunni AllenCRD Number: 6621073
Current Firm: Apriem Advisors
Sunni Allen (CRD# 6621073) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has over 6 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Apriem Advisors||Irvine, CA||Jan 2020 - Current||2|
|Choc Children's Hospital||Orange, CA||May 2018 - Dec 2019||1|
|Goodwill Industries Of San Diego County||San Diego, CA||Jan 2017 - Apr 2018||1|
|Foresters Financial Services||San Diego, CA||Dec 2016 - Jan 2017||< 1|
|Foresters Financial Services||San Diego, CA||Mar 2016 - Dec 2016||< 1|
|Rodan+fields Dermatologists||San Francisco, CA||Jun 2014 - Mar 2016||1|
|Zero Chaos||Orlando, FL||Aug 2015 - Jan 2016||< 1|
|Triton Capital||San Diego, CA||Nov 2015 - Dec 2015||< 1|
|Point Loma Nazarene University||San Diego, CA||Aug 2013 - Dec 2015||2|
|Special Olympics World Games La2015||Los Angeles, CA||May 2015 - Aug 2015||< 1|
|Pasadena City College||Pasadena, CA||Jun 2014 - Aug 2014||< 1|
|Wundabar Pilates||Montrose, CA||May 2014 - Aug 2014||< 1|
|D&s Handcrafted Gifts||Glendale, CA||May 2013 - Aug 2013||< 1|
|Glendale Community College||Glendale, CA||Jan 2013 - Jun 2013||< 1|
|Los Angeles Mission College||Sylmar, CA||Jan 2012 - Dec 2012||< 1|
|Keystone National High School||Bloomsburg, PA||Sep 2010 - Jul 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts2,340ACCOUNTS
Average Account Value$430,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
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