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Allan Towell

27 Years of Experience
Broker

Allan Towell is a registered investment advisor, based in San Diego, CA, with 27 years of industry experience.

Location

11988 El Camino Real, Suite 500, San Diego, CA, 92130

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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 Activities

Allan works as a Compliance Supervisor at Brandes Investment Partners, LP, overseeing the Code of Ethics, registration, and regulatory filings. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
July 2024 - Present · 1 yr 9 mos
Brandes Investment Partners, LP
September 2008 - Present · 17 yrs 7 mos
Previous Registrations
Alps Distributors, INC.Broker
September 2015 - July 2024 · 8 yrs 10 mos
Quasar Distributors, LLCBroker
June 2008 - August 2015 · 7 yrs 2 mos
Warner Beck IncorporatedBroker
March 2005 - April 2008 · 3 yrs 1 mo
Fiserv Investor Services, INC.Broker
February 2002 - March 2005 · 3 yrs 1 mo
Aspen Investment Alliance, INC.Broker
December 1998 - December 2001 · 3 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Allan Towell - Financial Advisor | TrueAdvisor