Dennis Allen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glenside, PA, with 21 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
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IM Fee
Assets Under Management
Location
367 Roberts Avenue, Glenside, PA, 19038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is the president of Dennis M Allen, CPA, PC, offering accounting and tax preparation services, taking nearly full-time. He also serves as a board member for Glenside Volunteer Fire Company and Urban Affairs Coalition, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
US Financial Advisors, LLC
Equity Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 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.
Exams
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