Nathan Allen

from Wms Partners, LLC
SEC regulated
Regulated Investment Advisor
Nathan Allen is a financial advisor based in Maryland, Towson, with 27 years of experience. Nathan currently works for Wms Partners, LLC. Nathan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Nathan Allen works at Wms Partners, LLC
Wms Partners, LLC is a financial advisory firm based in Towson, Maryland. It currently has approximately $3,458,213,261 of assets under management and employs about 86 people. Wms Partners, LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
1 W. Pennsylvania Avenue, Suite 800, Towson, Maryland, 21204

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