Andrew L. Allard
Professional summary
Andrew Lawrence Allard, who also goes by Andrew L Allard, is a registered financial advisor currently at PARSONEX ADVISORY SERVICES, INC. located in Alva, Florida and PARSONEX SECURITIES, INC. located in Englewood, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Lawrence Allard's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2021 - Present
PARSONEX ADVISORY SERVICES, INC.
May 17, 2011 - Present
PARSONEX SECURITIES, INC.
Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112June 24, 2015 - December 31, 2020
PARSONEX ADVISORY SERVICES, INC.
October 1, 2008 - December 1, 2010
PFS INVESTMENTS INC.
September 2, 1988 - March 16, 1989
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/9/2018)
(1/18/2019)
(10/27/2020)
(5/17/2011)
(1/11/2021)
(5/28/2021)
(6/18/2021)
(8/28/2022)
(9/20/2016)
(12/18/2015)
(2/1/2017)
Exams
FINRA
Current Firm
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 174,840,469 |
Red Flags
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