Michael Allen
Michael Allen is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Melbourne, FL, with 27 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
8245 Devereux Drive Suite 103, Melbourne, FL, 32940
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the owner of Security Financial Management, Inc. where he conducts financial planning and insurance business, and is a financial advisor with Kestra Advisory Services. He also dedicates minimal time to real estate activities and charitable work.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations42 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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