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AE

Allan C. English

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CRD#: 861313
AE

Professional summary


Allan Christopher English was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Allan is a previously registered financial advisor and started their career in finance in 1979. Prior to being barred, Allan had worked at 10 firms, which includes PORTFOLIO ADVISORS ALLIANCE LLC, INVEST FINANCIAL CORPORATION, LPL FINANCIAL LLC, PRUDENTIAL EQUITY GROUP LLC, MORGAN STANLEY DW INC., WELLS FARGO CLEARING SERVICES LLC, FIRST AFFILIATED SECURITIES, BATEMAN EICHLER HILL RICHARDS INCORPORATED, UBS FINANCIAL SERVICES INC., PAINE WEBBER JACKSON & CURTIS INCORPORATED.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Allan Christophe English

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®
None

Experience


Past

August 14, 2007 - September 12, 2008

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

August 13, 2007 - September 12, 2008

PORTFOLIO ADVISORS ALLIANCE, LLC

RIA
CRD#: 101680
NEW YORK, NY
Past

July 6, 2005 - October 19, 2006

PORTFOLIO ADVISORS ALLIANCE, LLC

BD
CRD#: 101680
NEW YORK, NY
Past

July 9, 2004 - April 11, 2005

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
AUBURN, CA
Past

July 9, 2004 - April 11, 2005

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 4, 2002 - July 9, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
FOLSOM, CA
Past

June 4, 2002 - July 9, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 5, 2001 - June 7, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
ROSVILLE, CA
Past

December 20, 2000 - June 7, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

July 29, 1993 - December 18, 2000

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

May 26, 1992 - July 21, 1993

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 20, 1992 - May 1, 1992

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

September 4, 1990 - February 18, 1992

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

August 8, 1988 - September 4, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

February 6, 1984 - August 2, 1988

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

January 31, 1980 - May 22, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

January 5, 1979 - January 31, 1980

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640

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
RR
Series 63
Date: 5/31/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 10/20/1993
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


PA
PORTFOLIO ADVISORS ALLIANCE, LLC
PORTFOLIO ADVISORS ALLIANCE, INC. | PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680 / SEC#: , 8-52125

BD
Revoked by SEC on 04/30/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/04/2015
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALLEN PARTNERS CAPITAL GROUP LLCDIRECT OWNER
NIXON, JON ALANPRINCIPAL FINANCIAL OFFICER4710715
NIXON, JON ALANFINANCIAL PRINCIPAL4710715
NIXON, JON ALANPRINCIPAL OPERATIONS OFFICER4710715
WASSERMAN-NIR, KERRI LYNNPRESIDENT & CCO2376090

Disclosures


Regulatory Event5
Civil Event1
Arbitration1

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


PORTFOLIO ADVISORS ALLIANCE, LLC

CRD#: 101680

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