Litonya Allen (CRD# 6617305) is an Investment Advisor Representative working at Insight Financial in Vancouver, WA and has over 7 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Financial | Vancouver, WA | Jul 2023 - Current | < 1 |
| Covering Of God | Vancouver, WA | May 2023 - Current | < 1 |
| Gold Hummingbird, LLC | Vancouver, WA | Sep 2020 - Current | 3 |
| Transamerica Financial Advisors, Inc. | Portland, OR | Feb 2018 - Jun 2023 | 5 |
| World Financial Group, Inc. | Portland, OR | Nov 2017 - Jun 2023 | 5 |
| Ameriprise Financial Services, Inc. | Vancouver, WA | Jul 2016 - Nov 2017 | 1 |
| Ameriprise Financial Services, Inc. | Vancouver, WA | Mar 2016 - Nov 2017 | 1 |
| H&r Block | Vancouver, WA | Dec 2012 - Apr 2017 | 4 |
| Cross Insurance Agency | Vancouver, WA | Aug 2015 - Jan 2016 | < 1 |
| Troy Mccoy Agency, Inc. State Farm Insurance | Battle Ground, WA | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- OR
- WA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$296,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
OR, WA
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