My Credentials

As a CERTIFIED FINANCIAL PLANNER™ practitioner, I've been providing financial planning servces for individuals and families in the Houston area for over seventeen years.  Prior to that, my career included 28 years in various retail, operations and managment positions in the banking industry.

As a licensed insurance agent, I believe the foundatuon to any financial plan is reducing the danger of catastrophic risk.  I provide an array of risk managment solutions, including life insurance and long-term care plans, along with insured investments that include various types of fixed and variable annuities.

As an Investment Adviser Representative, with a Series 6, 7, 63 and 65, I'm licensed to provide services for an advisory fee, such as planning and third party money management, or commission-based services, included mutual funds, real estate investment trusts (REITs), life insurance and annuities.

CLICK HERE to schedule a COMPLIMENTARY Personal Retirement Viewpoint.

 

David Allen is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3700 W. Sam Houston Pkwy. S. Ste. 250, Houston, TX 77042. Ph: (832) 251-5400. CRN202107-248552.

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Check the background of this financial professional on FINRA's BrokerCheck