Allen Wealth Management, LLC
Allen Wealth Management, LLC (CRD# 133038) is a financial advisory firm headquartered in Boone, NC. They manage $350,269,054 in 1,799 accounts and serve the financial needs of clients across 8 states (or territories).
Total Assets Under Management350MILLION
Total Number of Accounts1,799ACCOUNTS
Average Account Value$194,702
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, NC, SC, TN, TX, VA
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 17 years of experience in the finance industry. Jonathan 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.
Eric Franklin (CRD# 4330425) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 20 years of experience in the finance industry.