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Anthony Allen

12 Years of Experience
Tulsa, OK
Broker

Anthony Allen is a registered investment advisor at Raymond James & Associates, INC., based in Tulsa, OK, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2431 E. 61st Street, Suite 260, Tulsa, OK, 74136

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Anthony owns Good Steward Accounting, providing bookkeeping services for his church, dedicating a few hours per week. He also serves as President of the Southern Parkes Estates Homeowners Association and as a trustee for Yale Avenue Christian Church, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2017 - Present · 9 yrs
Raymond James & Associates, INC.
September 2017 - Present · 9 yrs
Previous Registrations
Morgan Stanley
July 2013 - September 2017 · 4 yrs 2 mos
Morgan StanleyBroker
July 2013 - September 2017 · 4 yrs 2 mos
State Registrations31 states
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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.