Matthew Allen, financial advisor Seattle WA
89 score

Matthew Allen

CRD Number: 6138738
Current Firm: Capital One Advisors, LLC

Matthew Allen (CRD# 6138738) is an Investment Advisor Representative working at Capital One Advisors, LLC in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Capital One, Sharebuilder Seattle, WA Nov 2012 - Current 4
Rei Seattle, WA Sep 2012 - Jan 2013 < 1
Unemployed Seattle, WA Mar 2012 - Aug 2012 < 1
Community Provider Of Enrichment Services Casa Grande, AZ Jun 2011 - Feb 2012 < 1
Unemployed Casa Grande, AZ Feb 2011 - May 2011 < 1
Unemployed Boston, MA Sep 2010 - Jan 2011 < 1
Youth Options Unlimited Roxbury, MA Jan 2010 - Aug 2010 < 1
College Bound Dorchester Dorchester, MA Oct 2009 - Mar 2010 < 1
Boston Partners In Education Boston, MA Sep 2008 - Aug 2009 < 1
Bike And Build Multiple, Jun 2008 - Aug 2008 < 1
Grinnell College Grinnell, IA Aug 2006 - May 2008 1
Grinnell College Grinnell, IA Jan 2006 - May 2008 2
Grinnell College Grinnell, IA Aug 2004 - May 2008 3
Grinnell College Grinnell, IA Aug 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Matthew P. Allen
Phone Number: 206-805-0800
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,343
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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