Allen Tefft
Allen Tefft is a registered investment advisor at Cetera Investment Advisers LLC, based in Fairfax, VA, with 38 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3600 Chain Bridge Road, Suite 16, Fairfax, VA, 22030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allen sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating minimal time to this activity. He also owns Allen Tefft Financial Services, spending about a quarter of his time on financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Network Securities, INC.Broker
Derand/pennington/bass, INC.Broker
State Registrations8 states
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