AT
Allan L. Towell
BRANDES INVESTMENT PARTNERS, LP
SAN DIEGO, CA 92130
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CRD#: 3151245
AT
Professional summary
Allan Lane Towell, CFA is a registered financial advisor currently at BRANDES INVESTMENT PARTNERS, LP located in San Diego, California and FORESIDE FUND SERVICES, LLC located in La Jolla, California.
Allan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Allan has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Brandes Investment Partners, LP; Investment Related; La Jolla, CA; Investment Advisor; Compliance Supervisor; Start 5/19/2008; 160 Hrs Per Month; Oversee Code of Ethics, Registration, and Regulatory Filings.
CRS (Client Relationship Summary) - RIA
Click below to view Allan Lane Towell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 30, 2008 - Present
BRANDES INVESTMENT PARTNERS, LP
Office #1: 11988 El Camino Real, Suite 500, San Diego, CA 92130RIA
CRD#: 105404
SAN DIEGO, CA
Current
July 19, 2024 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 4275 Executive Sq. 5th Floor, La Jolla, CA 92037BD
CRD#: 46106
La Jolla, CA
Past
September 1, 2015 - July 12, 2024
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
LA JOLLA, CA
Past
June 16, 2008 - August 31, 2015
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
March 31, 2005 - April 30, 2008
WARNER BECK INCORPORATED
BD
CRD#: 11076
SAN DIEGO, CA
Past
February 26, 2002 - March 28, 2005
FISERV INVESTOR SERVICES, INC.
BD
CRD#: 34637
HOUSTON, TX
Past
December 3, 1998 - December 31, 2001
LTC INVESTMENT SERVICES, INC.
BD
CRD#: 23750
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BRANDES INVESTMENT PARTNERS, LP
BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP
CRD#: 105404 / SEC#: 801-24896
RIA
Registered Investment Advisory firm - (8/8/1985 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/19/2024)
RR
Alaska(7/19/2024)
RR
Arizona(7/19/2024)
RR
Arkansas(7/19/2024)
IAR
California(9/30/2008)
RR
California(7/19/2024)
RR
Colorado(7/19/2024)
RR
Connecticut(7/19/2024)
RR
Delaware(7/19/2024)
RR
District of Columbia(7/19/2024)
RR
Florida(7/19/2024)
RR
Georgia(7/19/2024)
RR
Hawaii(7/19/2024)
RR
Idaho(7/19/2024)
RR
Illinois(7/19/2024)
RR
Indiana(7/19/2024)
RR
Iowa(7/19/2024)
RR
Kansas(7/19/2024)
RR
Kentucky(7/19/2024)
RR
Louisiana(7/19/2024)
RR
Maine(7/19/2024)
RR
Maryland(7/19/2024)
RR
Massachusetts(7/19/2024)
RR
Michigan(7/19/2024)
RR
Minnesota(7/19/2024)
RR
Mississippi(7/19/2024)
RR
Missouri(7/19/2024)
RR
Montana(7/22/2024)
RR
Nebraska(7/19/2024)
RR
Nevada(7/19/2024)
RR
New Hampshire(7/19/2024)
RR
New Jersey(7/19/2024)
RR
New Mexico(7/19/2024)
RR
New York(7/19/2024)
RR
North Carolina(7/19/2024)
RR
North Dakota(7/19/2024)
RR
Ohio(7/19/2024)
RR
Oklahoma(7/19/2024)
RR
Oregon(7/19/2024)
RR
Pennsylvania(7/19/2024)
RR
Puerto Rico(7/19/2024)
RR
Rhode Island(7/19/2024)
RR
South Carolina(7/19/2024)
RR
South Dakota(7/19/2024)
RR
Tennessee(7/19/2024)
RR
Texas(7/19/2024)
RR
Utah(7/19/2024)
RR
Vermont(7/19/2024)
RR
Virgin Islands(7/19/2024)
RR
Virginia(7/19/2024)
RR
Washington(7/19/2024)
RR
West Virginia(7/19/2024)
RR
Wisconsin(7/19/2024)
RR
Wyoming(7/19/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BRANDES INVESTMENT PARTNERS, LP
BRANDES INVESTMENT PARTNERS LLC | BRANDES INVESTMENT PARTNERS, LP
CRD#: 105404 / SEC#: 801-24896
RIA
Registered Investment Advisory firm - (8/8/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4275 Executive Square 5th Floor, La Jolla, CA, 92037
Mailing Address
Phone number
(858) 755-0239
Established
Firm type
Fiscal year end
# of Employees
143
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,588 |
| AUM (Assets Under Management) | $ 26,686,881,169 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
