Allan Avena, financial advisor La Crescenta CA

Allan Avena

CRD Number: 2586030
Current Firm: Envestnet Pmc

Allan Avena (CRD# 2586030) is an Investment Advisor Representative working at Envestnet Pmc in La Crescenta, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Envestnet Asset Management, Inc. Chicago, IL Apr 2018 - Current 3
National Planning Corporation Santa Monica, CA Aug 2006 - Mar 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Allan R. Avena
Phone Number: 312-827-2800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    224,723
    MILLIONS
  • Total Number of Accounts
    931,294
    ACCOUNTS
  • Average Account Value
    $241,301
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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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