Cetera Advisors LLC
About this Advisor
Cory Allen is a financial advisor based in Dayton, Ohio, who has 10 years of professional experience. Allen is an advisor for Cetera Advisors LLC. Over the course of their career, they have held roles at Multi-Financial Securities Corporation and Cetera Advisors LLC. Allen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Cetera Advisors LLC is an advisory company that has its headquarters in Dayton, Ohio. The firm has offices in 692 locations and a total of 1,164 people on staff. It manages $15 billion in assets under management among its 58,946 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to 102 charitable organizations. Of its 58,946 accounts, 25% are associated with high-net-worth investors who have at least $1 million in investable assets. Cetera Advisors LLC performs a diverse range of services, such as 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. Fees charged by financial advisors usually depend on which service is provided. However, fee types charged by Cetera Advisors LLC may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Cetera Advisors LLC Brokerage Details
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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
Cory Allen Work History
Cory has 10 years of experience.
Cetera Advisors LLC
Multi-Financial Securities Corporation
Cory Allen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cetera Advisors LLC
Winston Salem, NC
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.