Daniel Allen, financial advisor Salem IN
94 score

Daniel Allen

CRD Number: 6197878
Current Firm: Edward Jones

Daniel Allen (CRD# 6197878) is an Investment Advisor Representative working at Edward Jones in Salem, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2013 - Current 3
State Farm Sellersburg, IN Sep 2012 - May 2013 < 1
Consolidated Grain & Barge Uniontown, KY Aug 2012 - May 2013 < 1
Department Of Natural Resources Charlestown, IN May 2012 - Aug 2012 < 1
Consolidated Grain & Barge Jeffersonville, IN May 2011 - Aug 2012 1
Bass Pro Shops Clarksville, IN Jun 2009 - Aug 2012 3
Indiana University Southeast New Albany, IN Aug 2007 - May 2010 2
Department Of Natural Resources Charlestown, IN May 2008 - Nov 2008 < 1
New Albany/floyd County School Corporation New Albany, IN May 2007 - Aug 2007 < 1
Purdue University West Lafayette, IN Aug 2006 - May 2007 < 1
New Albany/floyd County School Corporation New Albany, IN May 2006 - Aug 2006 < 1
New Albany High School New Albany, IN Oct 2004 - May 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Daniel R. Allen
Phone Number: (812) 896-0002
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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