Allen Auger
Allen Auger is a CFA, CFP-designated registered investment advisor at Preservation Financial Management, based in Boca Raton, FL, with 24 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $28M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boca Raton, FL
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Regulatory History (1)
Regulatory
June 2015Other Business Activities
Allen is the President of Emerald Real Estate Management, Inc., a rental real estate business, since 2008. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Preservation Financial Management
Previous Registrations
Atlas Financial Advisors, LLC
Emerald Financial Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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.