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).
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Total Assets Under Management478MILLION
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Total Number of Accounts2,454ACCOUNTS
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Average Account Value$194,970
- 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 19 years of experience in the finance industry.
Judd Allen (CRD# 3391) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 22 years of experience in the finance industry.
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.
Bradley Greer (CRD# 5072567) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 18 years of experience in the finance industry.