William R Allen III

Overview

William R Allen III is an insurance agent, a registered representative and an investment adviser representative based in Greensboro, NC, with 28 years in the industry.

Years in the industry

28

States licensed

1

States registered

11

Exams passed

5

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 11 states

• Credit Insurance Agent
• Series 31
• Series 63
• Series 66
• Series 7
• SIE

1 line of authority, with every state and its dates

Firms

• Cary Street PartnersCurrent firm
• First Triad Mortgage CorpCurrent firm

Employment history since 2001

Carriers

Carrier appointments, active and past

Book and practice

Firm assets under management on file