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Allen Ross Tollett

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

Fritch, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Allen sells life insurance products, Medigap insurance, and Medicare Advantage plans, dedicating minimal time to this activity. He also markets pre-paid legal services and identity theft protection, and serves as secretary for a family-owned incorporated farm, each requiring minimal time. Allen also works full-time as a Registered Rep for Tollett Financial.

Employment History
Current Registrations
Gwn Securities INC.
February 2010 - Present · 16 yrs
Gwn Securities INC.Broker
February 2010 - Present · 16 yrs
Gwn Securities INC.
February 2010 - Present · 16 yrs
Previous Registrations
Symetra Investment Services, INC.Broker
October 2009 - February 2010 · 4 mos
Symetra Investment Services, INC.
October 2009 - February 2010 · 4 mos
VALIC Financial Advisors, INC.
April 2005 - September 2009 · 4 yrs 5 mos
VALIC Financial Advisors, INC.Broker
April 2005 - September 2009 · 4 yrs 5 mos
MML Investors Services, INC.
April 2004 - April 2005 · 1 yr
MML Investors Services, INC.Broker
March 2004 - April 2005 · 1 yr 1 mo
State Registrations2 states
NMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen Ross Tollett - Financial Advisor | TrueAdvisor