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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Florida Gulf Coast University 7 years Jul 2009 - Present
Bull & Bear Brokerage Services, Inc. 15 years, 5 months Feb 2001 - Present
Florida Community College At Jacksonville 8 years, 10 months Sep 2000 - Jul 2009
Bull & Bear Capital Advisors, Inc. 17 years, 8 months Dec 1998 - Present
Are You
Ronald Wesley Allen?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Ronald Allen

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 13, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

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Fees

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