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Kenyon Allman

45 Years of Experience
Raleigh, NC
Broker

Kenyon Allman is a registered investment advisor, based in Raleigh, NC, with 45 years of industry experience.

Location

3901 Barrett Drive, Suite 317, Raleigh, NC, 27609

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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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Other Business Activities

Kenyon is an investment advisor with Level Four Advisory Services, LLC, dedicating full-time hours to this role. He also serves as co-trustee for R&D Family LP and the Diane and Robert Allman Revocable Trusts since 1996, spending minimal time on distribution decisions with no compensation.

Employment History
Current Registrations
Level Four Financial, LLCBroker
October 2022 - Present · 3 yrs 7 mos
Level Four Advisory Services
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Mid-Atlantic Securities, INC.Broker
July 2018 - October 2022 · 4 yrs 3 mos
Mid-Atlantic Securities, INC.
July 2018 - October 2022 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
November 2014 - July 2018 · 3 yrs 8 mos
Raymond James & Associates, INC.
November 2014 - July 2018 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
October 1999 - November 2014 · 15 yrs 1 mo
Wells Fargo Advisors, LLC
January 1994 - November 2014 · 20 yrs 10 mos
First Union Capital Markets CORP.Broker
September 1984 - October 1999 · 15 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1980 - September 1984 · 4 yrs 4 mos
State Registrations7 states
COFLMDNCOHPAWV
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.
Kenyon Allman - Financial Advisor | TrueAdvisor