Karren Allen, financial advisor Overland Park KS
93 score

Karren Allen

CRD Number: 1159869
Current Firm: Lincoln Financial Securities Corporation

Karren Allen (CRD# 1159869) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Overland Park, KS and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporatation Overland Park, KS Jul 2008 - Current 8
Total Financial Group, Inc. Overland Park, KS Jan 1991 - Current 25
Jefferson Pilot Securities Corporation Concord, NH Apr 1995 - Jul 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Karren S. Allen
Phone Number: 800-258-3648
Registered State(s):
  • FL
  • TX
  • MO
  • KS
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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