Stuart Allen
Stuart Allen is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Winchester, VA, with 35 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
420 W. Jubal Early Drive, Suite #202, Winchester, VA, 22601
Get directionsHistory
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
Stuart is an officer/owner of Old Dominion Insurance & Investment, Inc. where he sells securities, fixed and variable annuities, life, health, and long-term care insurance, taking about half of his time. Stuart is also self-employed in insurance sales and services, and owns rental real estate property.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
MML Investors Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.