Jeannine Allen
Jeannine Allen is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 22 years of industry experience. Jeannine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7702 East Doubletree Ranch Road, Suite 300, Scottsdale, AZ, 85258
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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
Jeannine is the owner/LLC member of Allen Financial Advisor, LLC, providing wealth management services, and owner of Allen Advisory, P.C., a tax and accounting practice. She also serves as an independent representative for Avantax Insurance Agency, offering approved insurance products, and is a board member for The Excalibur Charter Schools, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations4 states
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