Sunni Allen, financial advisor Irvine CA

Sunni Allen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Sunni D. Allen
Phone Number: (949) 253-8888
Firm Website: http://www.apriem.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    2,340
    ACCOUNTS
  • Average Account Value
    $430,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA

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