Paula Allen, financial advisor Winter Park FL

Paula Allen

CRD Number: 5727715
Current Firm: Truist Advisory Services, Inc.

Paula Allen (CRD# 5727715) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Park, FL and has over 13 years of experience in the finance industry.

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Financial Harvest Wealth Advisors
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Aug 2016 - Current 7
Suntrust Investment Services, Inc. Atlanta, GA Jul 2014 - Current 9
Suntrust Investment Services, Inc. Atlanta, GA Nov 2010 - Jul 2014 3
Suntrust Bank Orlando, FL Jan 2000 - Jul 2014 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Paula M. Allen
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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