LPL Financial - Curtis Allen, MBA

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112 E Grand Ave
El Segundo, CA 90245
+1 (310) 773-5946
http://curtisallenfinancial.com

History

LPL Financial is the largest independent broker-dealer in the nation. Being independent allows our advisors to give personalized and objective advice to each client to meet their situation and needs. At LPL Financial, we pride ourselves on the relationships we form with each client. We feel that a strong foundation is the success to any business relationship, especially when it comes to personal finance. We take the time to educate each of our clients on the financial strategies we use, because we firmly believe that there is no room for surprises in a proper financial plan. If you have had a bad experience with an advisor in the past, or are just starting to create your retirement nest egg, you will appreciate the thoroughness that Curtis and his team provide.

Specialties

Wealth Management Retirement Planning Investment Advice 401(k), 403(b), Profit Sharing Traditional and Roth IRA Life and Key Man Insurance Finance Asset Protection and Estate Planning Asset Allocation Consulting Portfolio Review

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Reviews

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5.06 reviews
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Amanda R.
9/4/2015

I was interested in making investments, and had been referred to Curtis Allen by one of my clients, Curtis made me feel at ease about investing my money. He did not come off sleazy or pushy, he...

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Jeremy H.
12/5/2014

Curtis is awesome. I clicked with him right away and know you will too. He is the real deal and has a wealth of knowledge and continues to impress me with his suggestions and advice. Not only do I...

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Bae N.
3/12/2017

Curtis was so nice and helpful regarding questions about stocks I had just inherited. I appreciate all the information thanks again :)

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June J.
1/26/2014

When it comes to finances, you not only need someone who is extremely knowledgeable, but you also want someone you trust. Curtis is all these things and more. He is beyond competent and it is...

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Phil R.
5/14/2014

I am writing this note to express my appreciation and to give recognition to Mr. Curtis Allen, CPA and Financial Advisor for LPL Financial. Curtis was gracious enough to accept an invitation to...

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