Aunika
Allen
Equitable Advisors, LLC
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About this Advisor
Aunika Allen is a financial advisor based in Charlotte, North Carolina, working with Equitable Advisors, LLC. Aunika has previously held positions at Loomis, Planet Fitness, O'Charley'S, Belk, Mykonos, Dr. Timothy J. Hennie, Od, Equitable Advisors, LLC, Salisbury Schools, and Equitable. Aunika has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and North Carolina. Currently, Aunika is part of Equitable Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 885 offices and 5,565 employees. The firm manages assets totaling $29.8 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 Equitable Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equitable Advisors, LLC Brokerage Details
$29,776,092,676
5,565
79,686
$373,668
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
Aunika Allen Work History
Equitable Advisors, LLC
Equitable
Equitable Advisors, LLC
Loomis
Planet Fitness
O'Charley'S
Belk
Mykonos
Dr. Timothy J. Hennie, Od
Salisbury Schools
Disclosures
Please visit the SEC profile of Aunika 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 Equitable Advisors, LLC
Shelton, CT
Erie, PA
Conshohocken, PA
Falls Church, VA
Wellesley Hills, MA
Columbia, MD
Rochester, NY
Loveland, CO
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