Allen Wealth Management, LLC

Allen Wealth Management, LLC (CRD# 133038) is a financial advisory firm headquartered in Boone, NC. They manage $478,457,556 in 2,454 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    478
    MILLION
  • Total Number of Accounts
    2,454
    ACCOUNTS
  • Average Account Value
    $194,970
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, SC, TN, TX, VA

Financial Advisors at Allen Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan C. Allen
CRD#: 4752027
980 Highway 105, Boone, NC 28607

Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry.

2
Eric S. Franklin
CRD#: 4330425
980 Highway 105, Boone, NC 28607

Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 23 years of experience in the finance industry.

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