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Paul David Allen

APFORIA LTD·VIRGINIA BEACH, Virginia
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582 LYNNHAVEN PARKWAY, VIRGINIA BEACH, VA 23452CRD# 6582946Firm CRD# 327176
01

About

Paul David Allen is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with APFORIA LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
APFORIA LTD
APFORIA
AUM
$79M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at APFORIA LTD →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6582946
Firm CRD# 327176
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul David Allen offer?
Paul David Allen specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are Paul David Allen's credentials?
Paul David Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Allen located?
Paul David Allen is based in VIRGINIA BEACH, Virginia, working with APFORIA LTD. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does Paul David Allen charge for services?
Paul David 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 APFORIA LTD?
APFORIA LTD has approximately 9 employees and manages $79M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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