C.d. Allen Wealth Management, LLC

C.d. Allen Wealth Management, LLC (CRD# 131588) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,300,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at C.d. Allen Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Craig D. Allen
CRD#: 2113344
Summerland, CA

Craig Allen (CRD# 2113344) is an Investment Advisor Representative working at C.d. Allen Wealth Management, LLC in Summerland, CA and has over 25 years of experience in the finance industry. Craig 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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