Unclaimed Profile

David Matthew Allen

ACCUVEST GLOBAL ADVISORS·WALNUT CREEK, California

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record17 years registeredACCUVEST GLOBAL ADVISORS

3100 OAK ROAD, WALNUT CREEK, CA 94597CRD# 5294586Firm CRD# 134096

Profile Verification

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

Identity

David Matthew Allen · WALNUT CREEK, CA

Registration

CRD #5294586 · ACCUVEST GLOBAL ADVISORS · 17 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

CETERA ADVISOR NETWORKS LLC

Jun 2016 – Jun 2023

EL SEGUNDO, CA

ACCUVEST GLOBAL ADVISORS

Oct 2008 – Apr 2016

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 17, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACCUVEST GLOBAL ADVISORS, INC.

CRD 134096 · SEC 801-68887

AUM

$518M

Regulatory assets under management

Employees

310 client accounts

Services offered by ACCUVEST GLOBAL ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ACCUVEST GLOBAL ADVISORS, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Matthew Allen offer?

David Matthew Allen specializes in Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are David Matthew Allen's credentials?

David Matthew Allen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Matthew Allen located?

David Matthew Allen is based in WALNUT CREEK, California, working with ACCUVEST GLOBAL ADVISORS. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does David Matthew Allen charge for services?

David Matthew Allen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACCUVEST GLOBAL ADVISORS?

ACCUVEST GLOBAL ADVISORS has approximately 6 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →