AH
CFP
AH
CFP

Allen H Hodys

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
Loading...

Location

440 Mamaroneck Ave, Suite 403, Harrison, NY, 10528

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Allen operates under several DBAs related to his LPL business and investment advisory services, dedicating full-time hours to these activities. He is also a licensed attorney and notary, and sells non-variable insurance products, but spends minimal time on these.

Employment History
Current Registrations
Moneco Advisors
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
December 2018 - Present · 7 yrs 2 mos
LPL Financial LLC
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Independent Advisor Alliance, LLC
July 2021 - October 2024 · 3 yrs 3 mos
State Registrations9 states
CACOCTFLMANVNYORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.