professional profile
Michael J Allan, CFP
Overview
Michael J Allan is an insurance agent, a registered representative and an investment adviser representative based in New York, NY, with 42 years in the industry.
- Years in the industry
- 42
- States licensed
- 1
- States registered
- 12
- Carrier appointments
- 15
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 12 states
3 lines of authority, with every state and its dates
Firms
- B. Riley Wealth ManagementCurrent firm
- B. Riley Wealth Advisors, Inc.Current firm
- B Riley Wealth Tax ServicesCurrent firm
Employment history since 1984
Carriers
15 active carrier appointments
Book and practice
Firm assets under management on file
request a demo
See what we have on Michael
We'll walk you through the full profile and how to find more people like Michael.