Cory
Allen

Cetera Advisors LLC

CRD#5543272
Investment Advisor
in Dayton, OH

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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

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

385 Regency Ridge Dr
Dayton, OH 45459

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

OH Average: $2,349,664,866
Total Number of Employees

1,164

OH Average: 28
Total Number of Accounts

58,946

OH Average: 1,101
Average Account Size

$255,680

OH Average: $2,134,119

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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.

2013 - Present (9 years)

Cetera Advisors LLC

2010 - 2012 (2 years)

Multi-Financial Securities Corporation

Disclosures

Cory Allen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Amanda Hall
Winston Salem, NC
Matthew Jadwisiak
Dayton, OH
William Lourcey
Arlington, TX
Cary Foster
Athens, GA
John Gutowsky
Chanhassen, MN
Corey Ross
Spokane, WA
Grace Hayden
Atlanta, GA
Joshua Rosenberg
Wilmington, NC

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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