AR

Allen Richard Robbins

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Mccleary, WA

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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 is licensed as an independent insurance agent to sell fixed insurance products. He also works as a budget manager for the Washington State Dept of Ecology, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
June 2000 - Present · 25 yrs 7 mos
Previous Registrations
Ameritas Advisory Services
July 2003 - November 2021 · 18 yrs 4 mos
Wma Securities, INC.Broker
June 1994 - July 2000 · 6 yrs 1 mo
Intersecurities, INC. Broker
November 1993 - June 1994 · 7 mos
State Registrations2 states
MTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allen Richard Robbins - Financial Advisor | AdvisorDiscover