Allen Gammon Yee
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.
Areas of Practice
Advisor Information
Office location
1499 Huntington Drive, Ste. 303, South Pasadena, CA, 91030
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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 is the president of Guidant Planning, Inc., providing tax preparation, accounting, bookkeeping, and CPA services since 2000, and using the same name as a DBA for marketing purposes since 2022. He is also an agent selling non-variable insurance since 2010, and teaches at Pasadena Community College & Glendale Community College since 2000.