Charles Allen, financial advisor Orlando FL

Charles Allen

CRD Number: 2643102
Current Firm: Kestra Advisory Services, LLC

Charles Allen (CRD# 2643102) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Orlando, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Orlando, FL Jan 2022 - Current 2
Kestra Advisory Services, LLC Orlando, FL Jan 2022 - Current 2
Concourse Financial Group Securities (fka Proequities, Inc.) Melbourne, FL May 2016 - Jan 2022 5
Concourse Financial Group Securities (fka Proequities, Inc.) Melbourne, FL Jan 2016 - Jan 2022 6
T.m.c. Agencies, Inc. Orlando, FL Nov 2011 - Dec 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2016
Contact Info for Charles W. Allen
Phone Number: 8445537872
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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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