David Allen, financial advisor Boca Raton FL

David Allen

CRD Number: 1677535
Current Firm: Valic Financial Advisors, Inc.

David Allen (CRD# 1677535) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Boca Raton, FL and has over 35 years of experience in the finance industry. David Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Agia Houston, TX Dec 2022 - Current 1
Valic Financial Advisors Orlando, FL Oct 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for David M. Allen
Phone Number: 866-544-4968
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MA
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NY
  • NC
  • ND
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    23,162
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $64,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

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