Allen Regan, financial advisor Biloxi MS
96 score

Allen Regan

CRD Number: 5282338
Current Firm: Cogent Advisor LLC

Allen Regan (CRD# 5282338) is an Investment Advisor Representative working at Cogent Advisor LLC in Biloxi, MS and has over 7 years of experience in the finance industry. Allen Regan 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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Professional Designations
Company Name Location Dates Years
Cogent Advisor LLC Chicago, IL Dec 2015 - Current 1
Avl/wealthcare, LLC Gulfport, MS Jun 2015 - Dec 2015 < 1
Buckingham Asset Management, LLC Clayton, MO Jul 2013 - Jun 2015 1
Avl/wealthcare, LLC Gulfport, MS Jan 2011 - Jun 2013 2
Isle Of Biloxi Biloxi, MS May 2010 - Jan 2011 < 1
Cambridge Investment Research, Inc. Fairfield, IA Aug 2009 - Aug 2010 1
Columbia Academy Columbia, MS Jan 2010 - May 2010 < 1
Malachi Financial Group Hattiesburg, MS Jan 2006 - Jan 2010 4
Mutual Service Corporation Hattiesburg, MS Jan 2009 - Aug 2009 < 1
Pine Grove Church Foxworth, MS Mar 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Allen G. Regan
Phone Number: 312-382-8388
Registered State(s):
  • IL
  • MS
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $418,083
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, MS

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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