Michelle Allen
Michelle Allen is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
8501 N. Scottsdale Road, Suite 250, Scottsdale, AZ, 85253
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle maintains a law license with the State Bar of Arizona, which is not investment related. She also serves as a personal representative for her cousin, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations13 states
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