Brian
Allen
Homestead Advisers Corp
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About this Advisor
Brian Allen is a financial advisor who works out of Arlington, Virginia with 11 years of relevant experience. Allen is an employee of Homestead Advisers Corp. Over the course of their career, Allen has held roles at Re Investment Corporation, Nreca and Re Advisers Corporation. Allen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Homestead Advisers Corp is a business operating out of Arlington, VA. It oversees $7 billion in total assets among its 21 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The business offers a few services, such as financial planning services, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors are based on which services are provided. Fees billed by Homestead Advisers Corp likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Homestead Advisers Corp Brokerage Details
$6,964,910,850
41
21
$331,662,421
Investment Advisory Services
- Financial planning services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Brian Allen Work History
Brian has been registered as a financial advisor for 11 years.*
Re Advisers Corporation
Re Investment Corporation
Re Advisers Corporation
Re Advisers Corporation
Re Advisers Corporation
Nreca
*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 Brian 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 Homestead Advisers Corp
Medfield, MA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
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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