Allen Zick
Allen Zick is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Goshen, NY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3 Coates Drive, Suite 5, Goshen, NY, 10924
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2002Customer Dispute
July 2001Other Business Activities
Allen is the treasurer and board member for the West Point Parents Club of New York and New Jersey, dedicating minimal time to this non-profit. He is also the President of Zick Whitted Taub Group and owner of Zick Whitted Taub Investment Strategies, spending about 10-20% of his time on Zick Whitted Taub Group.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations32 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.