Colin AllenCRD Number: 5549603
Current Firm: Dimensional Fund Advisors LP
Colin Allen (CRD# 5549603) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 12 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Dimensional Fund Advisors||Santa Monica, CA||Oct 2018 - Current||4|
|Lpl Financial LLC||San Diego, CA||Feb 2010 - Sep 2018||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management743,327MILLIONS
Total Number of Accounts524ACCOUNTS
Average Account Value$1,418,562,500
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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