Unclaimed Profile

Gary Keith Allen

PRUDENT INVESTOR ADVISORS, LLC·FOLSOM, California

Series 7, Series 24, Series 63, Series 65Clean record21 years registeredPRUDENT INVESTOR ADVISORS, LLC

101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA 95630CRD# 1821674Firm CRD# 121922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Keith Allen · FOLSOM, CA

Registration

CRD #1821674 · PRUDENT INVESTOR ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

PRUDENT INVESTOR ADVISORS, LLC

Nov 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 18, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDENT INVESTOR ADVISORS, LLC

CRD 121922 · SEC 801-63481

AUM

$1.2B

Regulatory assets under management

Employees

137 client accounts

Services offered by PRUDENT INVESTOR ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDENT INVESTOR ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Keith Allen offer?

Gary Keith Allen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOLSOM, California for a consultation.

What are Gary Keith Allen's credentials?

Gary Keith Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Keith Allen located?

Gary Keith Allen is based in FOLSOM, California, working with PRUDENT INVESTOR ADVISORS, LLC. Their office serves clients in the FOLSOM metropolitan area and surrounding communities.

How does Gary Keith Allen charge for services?

Gary Keith Allen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRUDENT INVESTOR ADVISORS, LLC?

PRUDENT INVESTOR ADVISORS, LLC has approximately 5 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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