Kori Linn Allen
Investment adviser representative at Samara Capital
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$123MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Samara CapitalSep 2026 to now
- Pearl Wealth LLCJan 2019 to Sep 2026
- Pine Haven Investment CounselJul 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (OR).
Samara Capital
Legal name: Samara Investment Management, LLC
$123MAssets managed
94Clients
3Advisers
1 yearIn 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
- 1845744
- Firm CRD
- 336178