Sean Allen, financial advisor Apopka FL

Sean Allen

CRD Number: 5583168
Current Firm: Truist Advisory Services, Inc.

Sean Allen (CRD# 5583168) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Apopka, FL and has over 11 years of experience in the finance industry. Sean Allen 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
Truist Advisory Services, Inc. Richmond, VA Feb 2021 - Current 3
Truist Investment Services, Inc. Richmond, VA Feb 2021 - Current 3
Suntrust Advisory Services Atlanta, GA Aug 2016 - Feb 2021 4
Suntrust Investment Services, Inc. Atlanta, GA Jul 2015 - Feb 2021 5
Suntrust Investment Services, Inc. Atlanta, GA May 2015 - Jul 2016 1
Suntrust Investment Services Inc. Atlanta, GA Jun 2012 - May 2015 2
Suntrust Bank Winter Garden, FL Mar 2011 - May 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Jul 2015
Contact Info for Sean M. Allen
Phone Number: 404-813-7713
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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