AL
AL

Allen W Livingston

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

50 East 2500 North, Suite 200, North Logan, UT, 84341

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Allen works as an Investment Adviser for Marshall Wealth Advisors, dedicating full-time hours. He is also a licensed insurance agent, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Golden State Equity Partners, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Allred Jackson Financial Planning, LLC
November 2017 - June 2025 · 7 yrs 7 mos
Allstate Financial Advisors, LLC
November 2010 - September 2017 · 6 yrs 10 mos
Allstate Financial Services, LLCBroker
December 2008 - September 2017 · 8 yrs 9 mos
Wachovia Securities, LLCBroker
July 2003 - December 2008 · 5 yrs 5 mos
Wachovia Securities, LLC
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities Incorporated
November 2001 - July 2003 · 1 yr 8 mos
Prudential Securities IncorporatedBroker
August 2001 - July 2003 · 1 yr 11 mos
Salomon Smith Barney INC.Broker
March 1996 - September 2001 · 5 yrs 6 mos
W. S. Griffith & CO., INC.Broker
January 1996 - May 1996 · 4 mos
W. S. Griffith & CO., INC.Broker
November 1993 - May 1996 · 2 yrs 6 mos
Phoenix Equity Planning CorporationBroker
June 1993 - November 1993 · 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.