What departments does Allen Wealth Management have?

Allen Wealth Management has employees across 1 departments including Finance.

What is the largest department at Allen Wealth Management?

The largest department at Allen Wealth Management is Finance with 4 employees.

Where are Allen Wealth Management employees located globally?

Allen Wealth Management has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Allen Wealth Management's team size changed over time?

Allen Wealth Management's team has remained stable from approximately 10 to 10 employees based on available data.

Allen Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Allen Wealth Management is a financial services firm based in Boone, North Carolina, offering personalized financial planning and investment guidance. The firm emphasizes a hands-on approach that focuses on understanding clients’ needs, goals, and attitudes toward investing to develop tailored plans for both near-term and retirement scenarios. Securities are offered through Raymond James Financial Services, Inc., while Allen Wealth Management, LLC operates independently and provides investment advisory services directly to clients.

Allen Wealth Management Global Highlights

North America
10

United States Of America
9
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Allen Wealth Management's Leadership

G. N. D. P.
Managing Director
Mobile Phone
Email
J. A.
Financial Advisor/Branch Manager
Mobile Phone
Email
P. H.
Administrative Manager
Mobile Phone
Email
C. C.
Communications Manager
Mobile Phone
Email
B. A.
Investment Adviser Representative
Mobile Phone
Email
B. G.
Financial Advisor
Mobile Phone
Email
E. F.
Financial Advisor
Mobile Phone
Email

Allen Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Allen Wealth Management

Name

Title

Contact Info

Location

Last Update

G. N. D. P.
Managing Director
Mobile Phone
Email
United KingdomBrighton and Hove
Feb 17, 2026
J. A.
Financial Advisor/Branch Manager
Mobile Phone
Email
United StatesNorth Carolina
Jun 03, 2026
P. H.
Administrative Manager
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
C. C.
Communications Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 23, 2025
B. A.
Investment Adviser Representative
Mobile Phone
Email
United StatesUtah
Nov 20, 2025
B. G.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 13, 2025
E. F.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026

Frequently Asked Questions

What is Allen Wealth Management known for?

Allen Wealth Management was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 980 Highway 105 Boone, North Carolina 28607 United States; you can contact the main corporate office by phone at

+1-828-268-****

. Explore Allen Wealth Management's company overview page for more information.

What is Allen Wealth Management's most common email format?

Allen Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allen Wealth Management email formats with LeadIQ.

How many employees does Allen Wealth Management have currently?

Allen Wealth Management has approximately 7 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Allen Wealth Management's key employees and leadership?

As of June 2026, Allen Wealth Management's key employees include:

Managing Director: G. N. D. P.
Financial Advisor/Branch Manager: J. A.
Administrative Manager: P. H.
Communications Manager: C. C.
Investment Adviser Representative: B. A.

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Allen Wealth Management Employee Directory

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