Zachary AllenCRD Number: 4469848
Current Firm: Capital One Advisors, LLC
Zachary Allen (CRD# 4469848) is an Investment Advisor Representative working at Capital One Advisors, LLC in Shreveport, LA and has over 15 years of experience in the finance industry. Zachary 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.
Adkins Seale Capital Management LLC
Wells Fargo Clearing Services, LLC
Eagle Strategies LLC
|Capital One Investing||Shreveport, LA||Sep 2015 - Current||2|
|Commonwealth Financial Network||San Diego, TX||Feb 2014 - Aug 2015||1|
|Unemployed||Houston, TX||Nov 2013 - May 2014||< 1|
|E*trade Capital Management LLC||Houston, TX||Jan 2013 - Nov 2013||< 1|
|E*trade Securities LLC||Houston, TX||Jan 2013 - Nov 2013||< 1|
|Scottrade||Houston, TX||Nov 2012 - Jan 2013||< 1|
|Compass Bank||Houston, TX||Jul 2012 - Oct 2012||< 1|
|Bbva Compass Investment Solutions, Inc.||Houston, TX||Jul 2012 - Oct 2012||< 1|
|Tdameritrade Inc.||Houston, TX||Mar 2010 - Jul 2012||2|
|Right Choice Credit Union||Houstin, TX||Jul 2009 - Mar 2010||< 1|
|Cuso Financial Services, LP||San Diego, CA||Jul 2009 - Mar 2010||< 1|
|Td Ameritrade Inc.||Austin, TX||May 2008 - Jun 2009||1|
|Banc Of America||Austin, TX||Sep 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management8MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$39,720
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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