Dana HurleyCRD Number: 6019502
Current Firm: Allen & Company Of Florida, Inc.
Dana Hurley (CRD# 6019502) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 5 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Usaa Financial Planning Services
Lpl Financial LLC
|Allen & Company Of Fl, Inc.||Lakeland, FL||Jan 2012 - Current||5|
|Polk County Board Of Education||Bartow, FL||Jun 2010 - Jan 2012||1|
|Columbia County Board Of Education||Evans, GA||Aug 2006 - Jun 2010||3|
|Richmond County Board Of Education||Augusta, GA||Jul 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management632MILLIONS
Total Number of Accounts1,995ACCOUNTS
Average Account Value$316,591
- A percentage of assets under your management
- 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)
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV