Eric AllenCRD Number: 5441941
Current Firm: Securities America Advisors, Inc.
Eric Allen (CRD# 5441941) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors||La Vista, NE||Nov 2014 - Current||3|
|Securities America Inc.||La Vista, NE||Oct 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management15,610MILLIONS
Total Number of Accounts105,891ACCOUNTS
Average Account Value$147,418
- 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
- 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
- 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