G. Allen Financial Inc.

G. Allen Financial Inc. (CRD# 119180) is a financial advisory firm headquartered in Santa Fe, NM. They manage $53,770,201 in 209 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $257,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, NM

Financial Advisors at G. Allen Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary A. Duck
CRD#: 4506615
Los Angeles, CA
93
Wealthminder
score

Gary Duck (CRD# 4506615) is an Investment Advisor Representative working at G. Allen Financial Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry.

2
Stephen A. Duck
CRD#: 5294136
2 N Chamisa Drive, Suite H, Santa Fe, NM 87508
90
Wealthminder
score

Stephen Duck (CRD# 5294136) is an Investment Advisor Representative working at G. Allen Financial Inc. in Santa Fe, NM and has 1 year of experience in the finance industry. Stephen Duck 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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