David Allen (CRD# 2960813) is an Investment Advisor Representative working at Fb Advisory Services, LLC in Livingston, TX and has over 26 years of experience in the finance industry.
CRD# 6741469
Edward Jones
CRD# 6258499
Securities America Advisors, Inc.
CRD# 4043637
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fb Advisory Services, LLC | Tyler, TX | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- LA
- TX
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$134,766
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
LA, TX
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