Ralph Allen, financial advisor Syracuse UT

Ralph Allen

CRD Number: 1472745
Current Firm: Woodbury Financial Services, Inc.

Ralph Allen (CRD# 1472745) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Syracuse, UT and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Woodbury Financial Services Inc. Syracuse, UT Sep 2015 - Current 6
Securities America, Inc. Syracuse, UT Nov 2014 - Sep 2015 < 1
Securities America Advisors, Inc. La Vista, NE Nov 2014 - Sep 2015 < 1
Kansas City Life Insurance Company Kansas City, MO Mar 1998 - Nov 2014 16
Sunset Financial Services, Inc. Midvale, UT Mar 1998 - Nov 2014 16
Business Men's Assurance Company Midvale, UT May 1985 - Nov 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Ralph V. Allen
Phone Number: 800-800-2638
Firm Website: https://www.mgklife.com
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    21,345
    MILLIONS
  • Total Number of Accounts
    91,382
    ACCOUNTS
  • Average Account Value
    $233,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, WY

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