Paul Allen

from Apforia
SEC regulated
Regulated Investment Advisor
Paul Allen is a financial advisor based in Virginia, Virginia Beach, with 12 years of experience. Paul currently works for Apforia. Paul maintains a S65 license (Uniform Investment Adviser 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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Paul Allen works at Apforia
Apforia is a financial advisory firm based in Virginia Beach, Virginia. It currently has approximately $30,696,470 of assets under management and employs about 6 people. Apforia uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
582 Lynnhaven Parkway, Ste 101, Virginia Beach, Virginia, 23452

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