Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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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

Allen works as a Portfolio Manager for Silverleaf Wealth Management, a DBA for securities. This investment-related activity takes up nearly all of Allen's time.

Employment History
Current Registrations
Integrity Advisory Solutions
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Jarvis Financial
January 2023 - April 2025 · 2 yrs 3 mos
Ameriprise Financial Services, LLC
February 2022 - November 2022 · 9 mos
Ameriprise Financial Services, LLCBroker
January 2022 - November 2022 · 10 mos
State Registrations3 states
AZTXWA
Advisor
Exams
No exam information available for this advisor.
Allen Lee Gentry - Financial Advisor | TrueAdvisor