Samuel Lewis Allen
Investment adviser representative at Zions Capital Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$830.8MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Zions Capital Advisors, Inc.Feb 2015 to now
- Zions BancorporationDec 2014 to now
- Zions Direct, Inc.Dec 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (UT).
Zions Capital Advisors, Inc.
$830.8MAssets managed
45Clients
14Advisers
22 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
- 3039797
- Firm CRD
- 131308