Troy Allen, CWS®

VP - Financial Consultant

+1 616-464-1247

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 52, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2005-present
  • Financial Advisor, Merrill Lynch, 2000-2005
  • Financial Advisor, Morgan Stanley Dean Witter, 1998-2000
  • Sales Assistant, Dean Witter, 1997-1998

Education

  • Bachelor of Arts - Economics and Management, Albion College

Personal interests and affiliations

  • Ruffed Grouse Society - Grand Rapids Chapter President
  • Kent Conservation Club Member
  • Pheasants Forever Club Member - Grand Rapids Chapter
  • MUCC Club Member

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.