Skip to main content
professional profile

Mark Charles Allen, CFP

AgentIAR Folsom, CA CRD 5287073 Last verified October 2026

Overview

Mark Charles Allen is an insurance agent and an investment adviser representative based in Folsom, CA, with 19 years in the industry.

Years in the industry
19
States licensed
1
States registered
1
Carrier appointments
22

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 1 state
  • Producer
  • Series 63

3 lines of authority, with every state and its dates

Firms

Employment history since 2007

Carriers

22 active carrier appointments

Book and practice

Firm assets under management on file

request a demo

See what we have on Mark

We'll walk you through the full profile and how to find more people like Mark.

Enter your first name.

Enter your last name.

Enter a work email, like you@firm.com.

Enter your company.

Sign in Request a demo