Allen
Klein
Merit Financial Advisors
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About this Advisor
Allen Klein is a financial advisor based in Boynton Beach, Florida, working with Merit Financial Advisors. Allen has previously held positions at Ici Data, Evl Nutrition, Tradestation Securities, Inc, Newbridge Securities Corporation, Lpl Financial LLC, and Merit Financial Group LLC. Allen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Allen is part of Merit Financial Advisors, which operates out of Boynton Beach, Florida. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Allen Klein Work History
Lpl Financial LLC
Merit Financial Group LLC
Newbridge Securities Corporation
Tradestation Securities, Inc
Evl Nutrition
Ici Data
Disclosures
Please visit the SEC profile of Allen Klein 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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