James
Allen
Cornerstone Planning Group
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About this Advisor
James Allen is a financial advisor based in Glastonbury, Connecticut, working with Cornerstone Planning Group. James has previously held positions at Nylife Securities Inc, New York Life Ins, Allen Financial Group, Eagle Strategies LLC, and Cornerstone Planning Group, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, James is part of Cornerstone Planning Group, which operates out of Glastonbury, Connecticut. The firm has 4 offices and 15 employees. The firm manages assets totaling $523.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cornerstone Planning Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Planning Group Brokerage Details
$523,309,849
15
2,367
$221,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
James Allen Work History
Cornerstone Planning Group, LLC
Allen Financial Group
Allen Financial Group
Eagle Strategies LLC
Nylife Securities Inc
New York Life Ins
Disclosures
Please visit the SEC profile of James Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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