David
Allen
Kestra Advisory Services, LLC
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About this Advisor
David Allen is a certified financial planner working in Melbourne, Florida with 1 year of industry experience. Allen is an employee of Kestra Advisory Services, LLC. Throughout their career, they have worked at Concourse Financial Group Securities (Fka Proequities, Inc), Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Allen holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Kestra Advisory Services, LLC is a financial advisory company operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 people on staff. It has $42 billion in assets between its 140,407 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Kestra Advisory Services, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which service is offered. However, fees charged by Kestra Advisory Services, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
David Allen Work History
David has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Concourse Financial Group Securities (Fka Proequities, Inc)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kestra Advisory Services, LLC
Lutherville Timonium, MD
Austin, TX
Pittsburgh, PA
Saint Paul, MN
Charlotte, NC
Austin, TX
Cushing, TX
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
