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Allen Devincent

22 Years of Experience
Needham, MA
Broker
View SEC Summary
View SEC Summary

Allen Devincent is a registered investment advisor, based in Needham, MA, with 22 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold.

Location

140 Kendrick Street, Building C Floor 3 Suite C320, Needham, MA, 02494

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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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Employment History
Current Registrations
Mid Atlantic Clearing & Settlement Corporation
August 2026 - Present · 2 mos
Mid Atlantic Clearing & Settlement CorporationBroker
August 2026 - Present · 2 mos
Ascensus Investment Advisors, LLC
October 2019 - Present · 7 yrs
Ascensus Broker Dealer Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cantella & CO., INC.
November 2017 - August 2019 · 1 yr 9 mos
Cantella & CO., INC.Broker
November 2017 - August 2019 · 1 yr 9 mos
LPL Financial LLC
December 2008 - November 2017 · 8 yrs 11 mos
LPL Financial LLCBroker
August 2008 - November 2017 · 9 yrs 3 mos
Commonwealth Financial NetworkBroker
April 2006 - June 2008 · 2 yrs 2 mos
Banc of America Investment Services, INC.
July 2005 - April 2006 · 9 mos
Banc of America Investment Services, INC.Broker
July 2005 - April 2006 · 9 mos
Commonwealth Financial NetworkBroker
May 2004 - June 2005 · 1 yr 1 mo
State Registrations42 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMOMSMTNCNDNENMNVOHOKORRISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Allen Devincent - Financial Advisor | TrueAdvisor