Allan Reyes Avena

Envestnet Pmc

27 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Envestnet Pmc

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

54 advisors

Number of Clients

2,021,610 clients

Average Client Portfolio

$263K average

Assets Under Management

$532.2B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

Glendale, CA

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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.

Employment History

Current Registrations

Envestnet Pmc

August 2018 - Present · 7 yrs 6 mos

Previous Registrations

National Planning Corporation ("npc of America" in Fl & Ny)

August 2006 - March 2018 · 11 yrs 7 mos

National Planning CorporationBroker

August 2006 - March 2018 · 11 yrs 7 mos

Transamerica Financial Advisors, INC.

March 2004 - August 2006 · 2 yrs 5 mos

Transamerica Financial Advisors, INC.Broker

September 1999 - August 2006 · 6 yrs 11 mos

T. Rowe Price Investment Services, INC.Broker

March 1997 - May 1999 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.