Kim Gerald Allen
Investment adviser representative at Ameritas Advisory Services, LLC
21 yearsExperience
2 statesRegistered in
$13.7BFirm assets
28 yearsFirm in business
Are you Kim Gerald Allen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Gingham LLCJan 2026 to now
- United Professional BenefitsMar 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to now
- The Afp GroupJul 2021 to now
- United Wealth Advisor GroupOct 2013 to now
- United Professional Advisors LLCJan 2010 to now
- Ameritas Investment Corp.Jun 2006 to now
- Ameritas Life InsuranceJun 2006 to now
- Ameritas Life Insurance Corp of New YorkDec 2005 to now
- Center for Estate and Retirement PlanningJan 2010 to Jan 2018
- North Country ConsultingJan 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Ameritas Advisory Services, LLC
$13.7BAssets managed
29,718Clients
543Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1660033
- Firm CRD
- 317245