Stephen Allen (CRD# 4535419) is an Investment Advisor Representative working at Blackburn Financial in Cashmere, WA and has over 22 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
CRD# 6450540
Equilus Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackburn Financial, LLC | Cashmere, WA | Jan 2019 - Current | 5 |
| Steve Allen | Wenatchee, WA | May 2007 - Current | 16 |
| Apartment Complex | Leavenworth, WA | Jan 2007 - Current | 17 |
| Sgsa, Inc. | Leavenworth, WA | Jan 2001 - Current | 23 |
| Waddell & Reed, Inc. | Wenatchee, WA | Dec 2011 - Jan 2019 | 7 |
| Various Insurance Carriers For W&r Insurance Agencies | Peshastin, WA | Dec 2011 - Jan 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- WA
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts475ACCOUNTS
-
Average Account Value$189,474
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Other
ID, WA
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