Allen Marler, financial advisor Midvale UT

Allen Marler

CRD Number: 4112169
Current Firm: Securities America Advisors, Inc.

Allen Marler (CRD# 4112169) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Midvale, UT and has over 19 years of experience in the finance industry. Allen Marler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Church Of Jesus Christ Of Latter Day Saints Salt Lake City, UT Jun 2007 - Current 12
Lcm Financial Services, Inc. Midvale, UT Jan 2007 - Current 13
Lcm Financial Services, Inc. Midvale, UT Aug 2006 - Current 13
Allen K. Marler Midvale, UT Feb 2003 - Current 16
Securities America Advisors, Inc. Midvale, UT Sep 2002 - Current 17
Securities America, Inc. Midvale, UT May 2002 - Current 17
Rce Financial Midvale, UT Apr 2001 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Allen K. Marler
Phone Number: 402-399-9111
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    21,887
    MILLIONS
  • Total Number of Accounts
    154,747
    ACCOUNTS
  • Average Account Value
    $141,440
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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