Richard
Allen
Belpointe Asset Management LLC
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About this Advisor
Richard Allen is a financial advisor working out of Enid, Oklahoma, with 6 years of relevant experience. Allen is on the advisory team at Belpointe Asset Management LLC. During their career, Allen has held roles at Hd Vest Investment Services, Allen Law Firm, Pllc, Gungoll Jackson Box & Devoll, P.C, Hd Vest Advisory Services, Ewbank Hennigh & Mcvay, Pllc, Voya Financial Advisors, Belpointe Asset Management, LLC and Long Claypole & Blakley Law, Plc. Allen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Oklahoma. Belpointe Asset Management LLC is a financial advisory company headquartered in Reno, NV. The company has offices in 95 locations and a total of 226 financial advisors. It has $4 billion in assets under management across its 16,063 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 16,063 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management are based on which services are provided. Fee types charged by Belpointe Asset Management LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Allen Work History
Richard has been registered as a financial advisor for 6 years.*
Belpointe Asset Management, LLC
Long Claypole & Blakley Law, Plc
Ewbank Hennigh & Mcvay, Pllc
Voya Financial Advisors
Hd Vest Investment Services
Hd Vest Advisory Services
Allen Law Firm, Pllc
Gungoll Jackson Box & Devoll, P.C
*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 Richard 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 Belpointe Asset Management LLC
Reno, NV
Haddon Heights, NJ
Reno, NV
Charlotte, NC
Champaign, IL
Reno, NV
Minneapolis, MN
Reno, NV
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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