Joshua Allen (CRD# 6767997) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Foundry Financial Group, Inc. | Laconia, NH | Feb 2024 - Current | < 1 |
Nhtrust | Meredith, NH | Nov 2022 - Feb 2024 | 1 |
Nylife Securities LLC | Manchester, NH | Feb 2021 - Nov 2022 | 1 |
New York Life | Manchester, NH | Apr 2017 - Nov 2022 | 5 |
Southern New Hampshire University | Manchester, NH | Aug 2016 - May 2017 | < 1 |
Emerson Aviation | Gilford, NH | Jul 2013 - Apr 2017 | 3 |
New Hampshire Technical Institute | Concord, NH | Aug 2015 - Aug 2016 | 1 |
Lakes Region Community College | Laconia, NH | Aug 2014 - May 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2021 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NH
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Total Assets Under Management199MILLIONS
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Total Number of Accounts745ACCOUNTS
-
Average Account Value$266,779
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NH
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