Debra AllenCRD Number: 4751244
Current Firm: First Citizens Investor Services, Inc.
Debra Allen (CRD# 4751244) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 18 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|First Citizens Investor Services, Inc.||Raleigh, NC||Jan 2004 - Current||18|
|First-citizens Bank & Trust Company||Raleigh, NC||Sep 2003 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2004|
Total Assets Under Management1,625MILLIONS
Total Number of Accounts5,099ACCOUNTS
Average Account Value$318,616
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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