Allen Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

The goal of each member of our team here at Allen Wealth Management is to pursue the long-term objectives that best serve the interests of you and your family. 

We do so with a very personal, hands-on approach, devoting the time necessary to understanding your needs, goals and attitudes toward investing before developing your personalized financial plan.

Whether you’re near or in retirement, or working in your own business or practice, we know the financial concerns you face and, most important, can offer the strategies and solutions that can only come from foresight and experience.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Allen Wealth Management, LLC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

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