David AllenCRD Number: 3200
Current Firm: Park Avenue Securities LLC
David Allen (CRD# 3200) is an Investment Advisor Representative working at Park Avenue Securities LLC in Jackson, MS and has over 34 years of experience in the finance industry.
Bergland Wealth Management, Inc.
|Park Avenue Securities LLC||New York, NY||May 1999 - Current||23|
|Guardian Life Ins Co||New York, NY||Sep 1978 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1987|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10,625MILLIONS
Total Number of Accounts54,606ACCOUNTS
Average Account Value$194,582
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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