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Andrew Robert Allen

Andrew R. Allen

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CRD#: 5977732
Andrew Robert Allen

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Robert Allen, CFP® was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 2011. Andrew had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Past

May 21, 2015 - August 1, 2017

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
ATLANTA, GA
Past

October 11, 2011 - November 12, 2014

CAPITAL DIRECTIONS LLC

RIA
CRD#: 109762
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/2011
Uniform Investment Adviser Law Examination

Current Firm

RB
RONALD BLUE & CO., LLC
BLUE RONALD & CO LLC | RONALD BLUE INSTITUTIONAL SERVICES | RONALD BLUE & CO., LLC | RONALD BLUE & CO. LLC | RONALD BLUE & CO LLC | FAMILY OFFICE | EVERYDAY STEWARD

CRD#: 104605 / SEC#: 801-18423

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Contact information

Main Address
300 Colonial Center Parkway Suite 300, Roswell, GA 30076-8843
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A MARCH 23,2017 (3/23/2017)

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.

Company Information

RONALD BLUE & CO., LLC

CRD#: 104605

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