Zachary Allen, financial advisor Troy OH
89 score

Zachary Allen

CRD Number: 5441376
Current Firm: Park Avenue Securities LLC

Zachary Allen (CRD# 5441376) is an Investment Advisor Representative working at Park Avenue Securities LLC in Troy, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America Troy, OH Jun 2011 - Current 5
Park Avenue Securities LLC Troy, OH Jun 2011 - Current 5
Park Avenue Securities Piqua, OH Aug 2010 - Jun 2011 < 1
Guardian Life Insurance Company Piqua, OH May 2010 - Jun 2011 1
Trojan Insurance Troy, OH Aug 2009 - Apr 2010 < 1
Securities Management And Research Inc. League City, TX Oct 2007 - Aug 2009 1
American National Insurance Company Troy, OH Jul 2007 - Aug 2009 2
Access Equipment Pleasant Hill, OH May 2006 - Jul 2007 1
Global Services Beaver Creek, OH Mar 2006 - Jul 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Zachary L. Allen
Phone Number: 1-888-600-4667
Registered State(s):
  • FL
  • MI
  • MO
  • OH
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • 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, 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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