Paul D. Allen
APFORIA
VIRGINIA BEACH, VA 23452
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CRD#: 6582946
Professional summary
Paul David Allen, CFP® is a registered financial advisor currently at APFORIA located in Virginia Beach, Virginia.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Paul has worked at 2 firms and has passed the Series 65 exam.
Biography
When I was on active duty with the US Navy I couldn't find the kind of financial advisor I wanted - so I became one. Then I opened my own firm so I can provide military and veteran families with access to a fee-only, fiduciary CFP® Professional at a price they can afford. No sales, no judgment, no pressure.
The SBP Decision
Best TSP Strategies
VGLI or something else
How to avoid a big tax hit
College planning with the GI Bill
Opening your own business
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Entrepreneurs
Federal Employees
Generation X
Real Estate Investments
Tax Planning
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.
PIM Tax Services
NOT Investment Related
582 Lynnhaven Pkwy #101 Virginia Beach, VA 23452
Tax Planning and Preparation
75% owner
80 hours/month
0 hours/day when securities are trading
Tax planning and preparation
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Allen'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®
CFP®
Start date: 2018
Experience
Current
September 18, 2023 - Present
APFORIA
Office #1: 582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452RIA
CRD#: 327176
VIRGINIA BEACH, VA
Past
February 24, 2021 - December 26, 2023
REDEPLOYMENT WEALTH STRATEGIES LLC
RIA
CRD#: 277147
VIRGINIA BEACH, VA
Past
February 20, 2016 - December 31, 2020
REDEPLOYMENT WEALTH STRATEGIES LLC
RIA
CRD#: 277147
Virginia Beach, VA
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".
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 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.Highlighted states indicate IAR registrations
IAR
Texas(9/18/2023)
IAR
Virginia(9/27/2023)
Current Firm
AP
APFORIA
AHEAD FULL WEALTH MANAGEMENT | REDEPLOYMENT WEALTH STRATEGIES | NEXT MISSION FINANCIAL PLANNING | INSTAR FINANCIAL PLANNING | CLEAR INSIGHT WEALTH MANAGEMENT | CLEAR INSIGHT FINANCIAL PLANNING | APFORIA LTD | APFORIA | ALWAYS READY FINANCIAL PLANNING
CRD#: 327176 / SEC#: 801-128361
RIA
Registered Investment Advisory firm - (8/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452
Mailing Address
Phone number
(833) 780-2487
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 959 |
| AUM (Assets Under Management) | $ 96,324,578 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
