Litonya M. Allen

INSIGHT FINANCIAL

VANCOUVER, WA

Some features on this profile are disabled

CRD#: 6617305

Professional summary

Litonya Mia Allen, who also goes by Litonya Mia Allen, Litonya Mia Allen-moi, Litonya Mia Allen-price, is a registered financial advisor currently at INSIGHT FINANCIAL located in Vancouver, Washington.

Litonya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Litonya has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Litonya Mia Allen | Litonya Mia Allen-Moi | Litonya Mia Allen-Price

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.

Litonya Mia Allen; investment related; 15704 NE 23rd Ave, Vancouver, WA; insurance; independent insurance producer; 07/2009; approx. 10 hours per month during trading and non-trading hours; independent insurance producer. Covering of God United Ministries / 02/2024-Present / Investment Related: No/ 2403 NE 154th Circle, Vancouver, WA 98686 / President (formerly Vice President) / Board Member / Hrs. Work Monthly: 30 / Sec Trading Hrs: 0 / Research and development administration and organization. Litonya Mia Allen; non-investment related; 15704 NE 23rd Ave, Vancouver, WA; Ordained Minister; 01/2025; approx. 12 hours per month during non-trading hours; ordained minister. Gold Hummingbird LLC /N0/15704 NE 23rd Ave Vancouver, WA 98686/Tax Preparation/Owner-Principal/09/01/2020/80/4/ marketing tax preparation services, data entry, researching tax law, business management system, preparing tax forms, educating clients about current or potential tax liabilities, tax planning ** With restrictions**

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Litonya Mia 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®

None

Experience

Current

July 6, 2023 - Present

INSIGHT FINANCIAL

RIA

CRD#: 286467

VANCOUVER, WA

Past

February 26, 2018 - July 7, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PORTLAND, OR

Past

February 23, 2018 - July 7, 2023

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PORTLAND, OR

Past

July 11, 2016 - November 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VANCOUVER, WA

Past

May 16, 2016 - November 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

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

Oregon
(7/6/2023)

IAR

Washington
(7/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/2016

General Securities Representative Examination

Current Firm

INSIGHT FINANCIAL

INSIGHT FINANCIAL | NORTHWEST RETIREMENT RESOURCE GROUP, INC. | INSIGHT FINANCIAL, INC.

CRD#: 286467 / SEC#:

Oregon

Registered Investment Advisory firm - (3/15/2017 Approved)

Washington

Registered Investment Advisory firm - (3/16/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7307 Sw Beveland Road Suite 200, Tigard, OR 97223

Mailing Address

Phone number

(509) 994-6465

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 28,400,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Litonya M. Allen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Litonya Mia Allen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT FINANCIAL

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2016

SIE

Date: 10/1/2018

Series 7

Date: 5/16/2016

Current Firm

INSIGHT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT FINANCIAL

TRUST BUT VERIFY

Similar Advisors