Keith AllenCRD Number: 3074844
Current Firm: Mml Investors Services, LLC
Keith Allen (CRD# 3074844) is an Investment Advisor Representative working at Mml Investors Services, LLC in Pace, FL and has over 23 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Fsa Investment Group, LLC
|Mml Investors Services, LLC||Pace, FL||Mar 2017 - Current||5|
|Massachusetts Mutual Life Insurance Company||Pace, FL||Jul 2016 - Current||5|
|Metropolitan Life Insurance Company||Pensacola, FL||May 1998 - Mar 2017||18|
|Metlife Securities Inc.||Pensacola, FL||May 1998 - Mar 2017||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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