Allen Rand, financial advisor Longview TX

Allen Rand

CRD Number: 7250287
Current Firm: Wells Fargo Clearing Services, LLC

Allen Rand (CRD# 7250287) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Longview, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Longview, TX Apr 2021 - Current 1
Bank Of America N.a. Houston, TX Jul 2020 - Apr 2021 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston, TX Apr 2020 - Apr 2021 1
Unemployed Houston, TX Jan 2020 - Mar 2020 < 1
Prodive International Playa Del Carmen, Quintana Roo, Sep 2019 - Dec 2019 < 1
Baylor University Waco, TX Aug 2015 - Aug 2019 4
Park Hyatt Beaver Creek Beaver Creek, CO Dec 2018 - Jan 2019 < 1
Camp Ozark Mt. Ida, AR May 2018 - Aug 2018 < 1
Park Hyatt Beaver Creek Beaver Creek, CO Dec 2017 - Jan 2018 < 1
Camp Ozark Mt. Ida, AR May 2017 - Aug 2017 < 1
Camp Ozark Mt. Ida, AR May 2016 - Aug 2016 < 1
Bayou City Adventures Houston, TX Jun 2015 - Aug 2015 < 1
Houston Christian Highschool Houston, TX Jun 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Allen J. Rand
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    647,796
    MILLIONS
  • Total Number of Accounts
    1,477,661
    ACCOUNTS
  • Average Account Value
    $438,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, 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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