Mike Allen, Crpc®, Aams®
About Mike Allen, Crpc®, Aams®
Mike Allen, Crpc®, Aams®, is the Team Captain: Private Client Investment Consultant at TD Ameritrade in Houston, Texas. He has extensive experience in wealth management and sales, having worked at Framework Wealth Management, Provasi Capital Partners, Fidelity Investments, and Merrill Lynch.
Title
Mike Allen holds the title of Team Captain: Private Client Investment Consultant at TD Ameritrade. His role involves managing and consulting for private client investments, exemplifying a commitment to providing tailored financial services.
Company
Mike works at TD Ameritrade, a prominent online brokerage firm known for its comprehensive investment services. He has been with TD Ameritrade since 2019, contributing his extensive experience in financial consulting and client management.
Previous Positions
Before his current role, Mike Allen was a Partner and Wealth Advisor at Framework Wealth Management in 2018. He also served as Regional Vice President of Sales at Provasi Capital Partners from 2013 to 2018. Earlier in his career, Mike was an Internal Sales Manager at Fidelity Investments from 2007 to 2013 and a Financial Advisor at Merrill Lynch from 2006 to 2007.
Education and Expertise
Mike Allen earned a Bachelor of Business Administration (BBA) from Texas Tech University - Rawls College of Business, where he studied from 1999 to 2004. His education has provided a strong foundation for his career in financial services.
Professional Background
With a career spanning multiple respected financial firms, Mike Allen has accumulated a wealth of experience in investment consulting and sales management. His roles have covered private client investment, wealth advisory, regional sales, and internal sales management, showcasing his diverse expertise in the financial sector.