Gerard AllenCRD Number: 2189370
Current Firm: Oppenheimer & Company Inc.
Gerard Allen (CRD# 2189370) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Tampa, FL and has over 30 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Oppenheimer & Company Inc.||Tampa, FL||May 2014 - Current||8|
|Ameriprise Financial Services, Inc.||Tampa, FL||Oct 2005 - May 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
|S65||NASAA Investment Advisors Law Examination||Mar 1992|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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